Build Your Own No-Code Automated Personal Finance Tracker With Tiller

Today, dozens of apps and services promise to keep you in control of your money with the following core features:

• Account aggregation so you can see everything in one place
• Automated updates of recent transactions and balances
• Transaction categorization so you can understand inflows and outflows
• Reports that show trends and spending patterns

Unfortunately, while these apps can be helpful, they’re also often frustrating, inflexible, and spammy. Perhaps that’s why personal finance apps have a meager 3.4% user retention after 90 days [PDF link].

If you have your own way of tracking money and have been frustrated by apps, consider building your own automated personal finance dashboard with spreadsheets powered by Tiller.

How Tiller works

Tiller automatically updates spreadsheets with your daily spending, transactions, and account balances from over 21,000 financial sources, including banks, credit cards, loans, and brokerages.

Tiller combines the convenience of an app with the control of a spreadsheet through:

• automated bank feeds
• prebuilt templates
• helpful workflow tools
• dedicated user community

And unlike any app, with Tiller, you can customize everything with familiar spreadsheet workflows and manage your money, your way.

Using Tiller Money Feeds

You control most of Tiller’s settings directly in your spreadsheets with an add-on for Google Sheets or add-in for Microsoft Excel.

Starting with the Foundation Template

On Google Sheets, we recommend getting started with the flexible Foundation Template.

You’ll see how accounts are linked, how transactions are imported, and how categories work. 

The Foundation Template was designed to be customized by you and extended with free Tiller Community Solutions.

Starting with a blank spreadsheet

You can also start with a blank spreadsheet instead of the Foundation Template. In this case, Tiller Money Feeds will install a few required sheets:

• Transactions
• Balances
• Categories

Depending on your settings, your spreadsheet will now import your daily finances automatically. Around these core sheets, you can then build your own template, with custom reports and charts, favorite formulas, and preferred add-ons.

Connecting Tiller to Google Sheets and Microsoft Excel

You can sign up for Tiller and link your banks to your spreadsheets in just a few steps:

• Sign up for a Tiller subscription (completely free for 30 days)
• Authenticate your financial institutions with Tiller (security overview)
• Install the Tiller Money Feeds Add-on for Google Sheets or add-in for Excel
• In your spreadsheets, choose the accounts you want to track
• Choose other settings like manual or automatic data import
• Your spreadsheets are now automated with your daily finances
• Customize the Foundation Template, or build your own template from scratch

What else does Tiller include?

Besides automated bank feeds, Tiller includes:

• Autocat, for powerful, automated transaction categorization 100% based on your rules to automatically categorize transactions according to your rules.  
• Daily email that summarizes all recent transactions and account balances
• Foundation Template with budgets, net worth tracker, quick financial insights
• Tiller Community Solutions with prebuilt tools and templates

Learn and Share in the Tiller Community

The Tiller Community is the ultimate resource for building personal finance dashboards powered by Tiller Money Feeds.

Get inspired, see what others have built, share your solutions, and ask and answer questions. See you there!