Part 2 of 8: Exploring Tiller Money Feeds

Tiller brings your financial data into spreadsheets, giving you unparalleled control over your money. Join Heather from Tiller as she walks you through creating your first Tiller-powered spreadsheet. In this video, learn how to:

• Create a Tiller-powered spreadsheet (up to 5 with your subscription)
• Install the Tiller Money Feeds add-on for Google Sheets or Microsoft Excel
• Choose and customize a template for your financial management needs
• Link your Tiller account to your new spreadsheet
• Select which financial accounts to import into your spreadsheet
• Understand the initial data import process (30-90 days of transactions)
• Preview upcoming videos on customizing categories and setting up auto-categorization rules

Transcript

Hi, I’m Heather from Tiller. In part two of our “Getting Started with Tiller” video series, I’ll show you how to:

• Create a Tiller-powered spreadsheet
• Choose a template
• Install the Tiller Money Feeds add-on
• View your imported transactions in your spreadsheet

Let’s get started.

Setting Up Your First Spreadsheet

Now that we’ve connected your financial accounts, let’s set up your first spreadsheet:

• You can connect up to five spreadsheets with Tiller.
• You can mix and match Google Sheets and Microsoft Excel in the same subscription.
• This is useful for sharing with a spouse, business partner, or managing finances for others.

In this demo, we’ll focus on Google Sheets, but Microsoft Excel follows a similar process.

Installing Tiller Money Feeds Add-on

1. Choose “Start with Google Sheets” under “Create a Spreadsheet”.
2. Click the link at the top of the Install Help template to install the Tiller Money Feeds add-on.
3. In the Google Workspace marketplace, install Tiller Money Feeds for Google Sheets.
4. Choose the Google account you used to sign up for Tiller.
5. Follow the prompts to grant the add-on access to your Google account.

Creating Your Spreadsheet

1. Click the “Use Template” button at the top of the template spreadsheet.
2. Name your sheet (e.g., “Heather’s Tiller Sheet”).
3. In the Extensions menu, choose Tiller Money Feeds and launch it.
4. Sign in to Tiller (distinct from signing into Google).
5. Click “Get Started” in the sidebar.
6. Link the sheet to connect your Tiller accounts to this spreadsheet.
7. Choose which accounts to feed data into this spreadsheet.
8. The add-on will fill the spreadsheet with your transaction and balance data.

What’s Next?

The Tiller Money Feeds add-on offers several features:

• AutoCat sheet for customizing categories and rules
• Transaction splitting for purchases across multiple categories
• Manual transaction entry
• Adding manual accounts (e.g., real estate)
• Access to additional Tiller templates

Many of these features are also available in the Microsoft Excel add-on.

In our next video, we’ll discuss how to customize your categories and set up auto-categorization rules to easily stay on top of categorizing your transactions and keeping your finances organized.