Part 1 of 8: Linking Your Banks to Your Spreadsheets

Tiller links your banks to your spreadsheets so you can always know what’s happening with your money. Join Heather from Tiller as she walks you through getting started with Tiller, from setting up your accounts to exploring the Tiller console. In this video, learn how to:

• Start your 30-day free trial (with 60-day money-back guarantee)
• Securely connect your banks and financial institutions to Tiller
• Add your first accounts with a step-by-step guide
• Understand Tiller’s support for 10,000+ US financial institutions
• Navigate the Tiller Console
• Manage connections, edit credentials, and nickname accounts
• Get a preview of upcoming videos in this series

Transcript

Hi, I’m Heather from Tiller. Tiller is the only personal finance service that keeps you on top of your money by automatically tracking your financial life in Google Sheets and Microsoft Excel.

In this “Getting Started with Tiller” video series, I’ll show you how Tiller connects your banks and spreadsheets with a daily feed of your latest spending, income, and account balances.

Tiller makes it easy to track all of your finances in one place. It also includes flexible templates that help you manage spending, analyze trends, and plan for your financial future. Later in this series, I’ll walk you through the templates and share tips for making Tiller your own with custom categories and auto-categorization rules.

In our first video, we’re going to explore how Tiller securely connects your banks to your spreadsheets and keeps them updated with your daily finances. So let’s dive in.

Starting Your Free Trial

1. Visit the Tiller website at tillerhq.com.
2. Click the “Try Tiller Free” button in the upper right corner.
3. On the pricing page, click the “Start Your Free Trial” button.
4. Choose to sign up with either a Google or Microsoft account.
5. Enter your credit card information for the 30-day free trial with a 60-day money-back guarantee.
6. Agree to Tiller’s terms of service and click “Start Free Trial”.

Connecting Your Financial Institutions

1. Click “Add Accounts” to start connecting your financial institutions.
2. Search for your institution in the Secure Connection portal.
3. Enter your credentials for the chosen institution.
4. Complete any secondary authentication (usually a security code sent via email or text).
5. Tiller will securely verify your login information and establish the connection.
6. Tiller will pull in your accounts, transactions (usually 30-90 days of history), and current balances.

Example: Connecting SoFi and Capital One

• We demonstrated connecting accounts from SoFi and Capital One.
• Capital One, being an open banking institution, connects faster.
• Tiller supports over 10,000 U.S. financial institutions, including banks, credit cards, loans, mortgages, and investment accounts.

Managing Your Connections on the Tiller Console

• Add more accounts as needed.
• Edit credentials for existing connections (e.g., if you change a password).
• Nickname your accounts for easier identification.
• Customize your setup to track all desired financial accounts in one place.

In our next video, we’ll talk about how to create your first spreadsheet using Google Sheets or Microsoft Excel and learn all about the power of Tiller Money Feeds.