In the Tiller Money Community, I read @ianhyzy’s post about how you can use Glide to make editing transactions in your Tiller sheets on mobile really nice and easy:
You can use Glide to make editing transactions on mobile really nice and easy – I wrote a quick guide here.Ian Hyzy
I thought I’d share my experience with Glide and Tiller Money.
Overall, working with Gilde was great. Within 15 minutes, I had my own Tiller Mobile friendly app. But there are some things you should know.
I was able to quickly create a free account at Glide here. With a free account, you can have unlimited apps, but there is some Glide branding. For $19 a month, there is no Glide branding, there are more component options and some other features.
It was helpful to watch the 90 second video on the home page. I also looked around the Introduction to Glide page.
When I felt ready to create my own app, I selected the + New app box. It presented me with a list of my Google Sheets. I then selected my main Tiller spreadsheet.
The first thing you should do is set the
Privacy setting. Click the
Settings link on the left then the
Privacy tab on the right. Privacy options include Public, Public with email, Password and Email whitelist. I chose Password. There’s more info in the documentation here about what each one does.
My next step was to look at the
Tabs settings, clicking on
Tabs on the left. Glide works best on sheets when Row 1 contains Column Headers and the rest of the rows have column data. So, the Transactions sheet and the Categories sheet worked well. But other sheets, like Insights, Monthly Budget and many others don’t work.
You can decide which sheets to display in the
Tabs sections. If you put a sheet under
Tabs on the right side, it will show up at the bottom of the screen. Other sheets can be put under the
Menu section. They show up under the hamburger icon on the upper left corner in the app. Other sheets can be
Hidden. You can drag and drop each sheet into the section and order you want.
Once I decided on my
Tabs, I got to work on the
Layout section. You can choose from 8 different Layout styles. The
Calendar option worked great for Transactions. You can also add
Features like a search bar or sorting order under the
Features tab. The
Add tab lets you add data, such as new Transactions.
If you click on a single transaction, you can see options to adjust the
Layout and decide whether to allow users to edit or delete data.
I wanted to add the ability to categorize my transactions. When I first looked at the
Edit Layout, it let me edit the text in the Category field, but it didn’t give me a dropdown list of all the category choices.
I was able to add this feature by selecting the
blue plus sign in the upper right of the
Components section on the Edit item page and adding a
Choice component. That let me select the
Categories sheet as the
Option sheet and
Category as the
Options column. Since the Categories sheet Category column lists all my categories, all those categories became available in the dropdown list in the edit mode.
Once I got the app designed the way I wanted, I went to the
Share app link on the left. Using my iPhone’s camera, I aimed it at the QR code on the screen. This opened a link in Safari and let me add the App to my iPhone Home Screen.
There is no SAVE app button. Glide seems to automatically save the settings and any setup you create for the app. If you make changes, you need to download a new version of the app and delete the old one.
As new data comes into your Tiller sheets, that data will automatically be fed into your new Glide Tiller mobile app.
Give it a spin. It turns Tiller into a very useful mobile app. Let us know how it works for you.
This post was originally published in the Tiller Money Community.