We recommend following along with our Foundations Guide. Think of this self-paced resource as the Tiller "user manual" on how to get started, set up, and succeed with Tiller.

If you're getting stuck on the step where you're prompted to "Authorize Sheets" it may be due to your browser blocking pop ups. We are aware of this behavior in Safari, but it could be an issue in other browsers as well.

In Safari you can click the "Show blocked pop up window" button to show the authentication screen.

No, you can use the same account, even if you signed up for Tiller using a Microsoft account, to try the Google Sheets version of Tiller. Just make sure you pay attention to which Google account you use to get started with your Foundation Template for Google Sheets.

When you first install the Tiller Money Feeds add-on for Google Sheets you'll be prompted to sign in to Tiller and you can sign in with Microsoft here too.

Tiller Money Feeds is a Google Sheets add-on, which can be installed and found from the Extensions menu in your Google Sheet. Read more here.

Data makes it into your Google Sheet after the connection is refreshed by the data provider and after it's filled. Some fills to Google Sheets are more automatic, whereas others may require manual intervention.

Direct Fills are automatic shortly after the institution refreshes and Sidebar Fills are either manual or happen automatically on a timed trigger (about every 6 hours).

Read more about the differences between Direct Fills and Sidebar Fills.

Some institutions may require you to manually refresh in order to pull your data.

Read more about how refreshes work.

Tiller's default template is the Foundation Template, which includes yearly and monthly budget views, cash flow analysis, and quick insights about net worth and spending trends. The Foundation Template is also highly customizable, allowing you to strip down non-essential parts or rebuild sheets to focus on specific financial tracking needs.

Additional Tiller-supported templates for various financial workflows like tracking your net worth, charting your debt payoff plan, or setting savings goals can be added on top of your Foundation using the Tiller Money Feeds add-on, Templates feature.

There are some community-supported templates that are also available to install from the Tiller Money Feeds add-on.

You can also find templates and solutions for other workflows in the Tiller Community Solutions add-on.

There is a 5 sheet linking limit for spreadsheets linked to the Console (Google Sheets and Excel combined).

Any sheets you unlink will still exist in your Google Drive, but cannot be updated by Tiller. You can delete these sheets if you’d like or save them as a backup or archive of your data. You can re-link a sheet that was previously linked.

You can manually track balances for non-automated accounts using the Manual Accounts feature and import your transactions in bulk using the CSV Import feature or individually add transactions using Tiller Money Feeds.

Nope. You are able to feed your bank data into Google Sheets and Microsoft Excel workbooks using the same account. See our Getting Started with Tiller for Microsoft Excel guide here.

When you initially connect your accounts, we can usually pull up to 90 days of data into your sheets, but this varies by institution and account. If you want to add more historical data to your sheet, you can manually import historical data. If it seems like you’re missing recent transactions, review this guide and reach out to our support team - we’re happy to help. If you're not seeing any data for a newly connected account you probably just need to link the account to the spreadsheet.

We don't own nor store any of your spreadsheets in our database. Your sheets are owned 100% by you so Tiller will not be able to recover a deleted spreadsheet.

Here's the guide from Google to help you find and restore a file.

Review our Getting Started with Tiller for Google Sheets guide, which includes steps for making a copy of the Foundation Template and getting the data flowing into it.

Use our Foundations Guide for how to use the template and set it up for budgeting and tracking.

The AutoCat sheet comes pre-installed in the Foundation Template. If you don't have the AutoCat sheet installed, you can install it by clicking Install AutoCat in the Tiller Money Feeds add-on sidebar.

​Learn more about AutoCat.

The Foundation template has the following sheets by default. Any other tabs in your Google Sheet likely came from the Tiller Community Solutions add-on and are supported by our team in the Tiller Community. Additionally, the Transactions and Balance History sheets are mandatory for Tiller Money Feeds to function. These two sheets ensure the proper logging of transactional data and balance history, which are critical for accurate financial tracking.

Budget amounts are set on the Categories sheet in their respective month column. If you're looking for actual amounts from your categorized Transactions, you'll find them on your Monthly Budget and Yearly Budget sheets.

The Tiller Foundation template supports multi-year budgeting (by adding more month columns to the Categories sheet - steps linked below), but you can only visualize a 12 month period on the Yearly Budget sheet. Additionally, ensure that your Transactions sheet is populated in order to have the Yearly Budget sheet figures generated.

Review the steps for setting up your Foundation Template to support multi-year budgeting.

The Tiller Foundation Template does not support envelope or zero-sum budgeting. If you prefer that budgeting method we recommend testing out the Savings Budget from the Tiller Community.

Read more and get support on the Tiller Community

The Accounts sheet is where you can configure groups to organize your accounts or set a class override if it’s being pulled in with the wrong class.

If it is hidden, simply unhide the sheet by opening the View menu at the top of the Google Sheet and choosing “Hidden Sheets” to select Accounts.

You can add the Debt Payoff Planner through the Templates feature in the Tiller Money Feeds sidebar.
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Solutions for net worth tracking, and much more can be accessed using the Tiller Community Solutions add-on.

Learn more and get support for the Tiller Community Solutions add-on in the Tiller Community

The Foundation template is built specifically for United States date format (mm/dd/yyyy) and United States spreadsheet locale settings. If you change the spreadsheet settings to use a different location or date formats in the template your other dashboards may not calculate amounts in the correct periods.

Additional Tiller-supported templates for various financial workflows like tracking your net worth, charting your debt payoff plan, or setting savings goals can be added on top of your Foundation using the Tiller Money Feeds add-on, Templates feature.

There are some community-supported templates that are also available to install from the Tiller Money Feeds add-on.

You can also find templates and solutions for other workflows in the Tiller Community Solutions add-on.

If you want to start fresh or create another Foundation Template, you can do this from the Tiller Console under "Create a spreadsheet" and choose "Start with Google Sheets" or "Start with Microsoft Excel" to open or download the Foundation Template on your preferred platform.

If you have Tiller Money Feeds installed in your Google Sheets, you'll see it near the bottom of the Extensions menu, which is found at the top of your Google Sheet.

If you're not seeing Tiller Money Feeds in the Extensions menu you can install it from the Google Workspace Marketplace here.