HOW TILLER MONEY WORKS

21,000 Banks in Your
Google Sheets

Tiller Money updates Google Sheets with daily finances from all your accounts, including banks, credit cards, brokerages, and loans.

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How To Link Banks To Google Sheets

How Tiller Money Links Banks to Google Sheets

Tiller Money securely connects over 21,000 financial sources in partnership with Yodlee, the leader in financial data aggregation.

Authenticate your accounts through the Tiller Money Console. This is also where you refresh accounts with 2-factor authentication.

Control everything else directly in Google Sheets with the Tiller Money Feeds add-on. Link and unlink accounts, trigger auto-categorization rules, select auto or manual updates, and more.

Your accounts will now update with your transactions automatically, or you can manually refresh your feeds with just a few clicks.

Simple steps to get started

<strong>STEP 1</strong>

STEP 1

Sign up for a free 30-day trial of Tiller Money

<strong>STEP 2</strong>

STEP 2

Securely authenticate accounts in the Tiller Money Console

<strong>STEP 3</strong>

STEP 3

Open Google Sheets or Excel to customize import options

Using Tiller Money Day-to-Day

<strong>The Tiller Money Feeds add-on is your command center for feeds in the sidebar</strong>

Get started fast with the Foundation Template

It’s the easiest way to see what’s possible with Tiller Money. It comes with Tiller Money Feeds preinstalled, budgets, financial insights and trends, and more →

<strong>Most people use start out with Tiller Money by using the <a href="https://www.tillerhq.com/features/foundation-template/">Foundation Template</a></strong><br>

Stay in control with the Tiller Money Feeds add-on

The Tiller Money Feeds add-on is required to get bank data into your Google Sheets. It also gives you control of how your data is auto-updated and categorized.

<strong>Choose auto-update, or manually import recent transactions with a click</strong>

Choose auto or manual update

Choose auto-update to have Tiller Money Feeds import your latest data each day. Some banks require a manual refresh, which you can do with a click in the Tiller Money Console.

<strong>Manual Refresh and Extra Security with 2FA</strong>

Manual refresh and extra security with 2FA

Banks with 2FA currently require a couple of extra steps. First, manually refresh data in the Console. Then click “update sheets” in Google Sheets. (Still much faster than CSVs!)

<strong><strong><strong>Customize everything with your own automated dashboard</strong></strong></strong>

Customize everything with your own automated dashboard

The Tiller Money Feeds can automate almost any Google spreadsheet, including non-Tiller Money templates. Get a jumpstart with the many free templates and tools from Tiller Money Labs →

<strong>Track all your financial goals with Tiller Money</strong>

Track all your financial goals with Tiller Money

Link up to five spreadsheets at a time. Use one sheet to budget, another for freelance income, another for tracking net worth – whatever’s best for you.

<strong>Auto-categorize transactions based on your custom rules</strong>

Auto-categorize transactions based on your custom rules

Meet Autocat, the powerful utility that automatically categorizes transactions based on your custom rules →

<strong>Daily Email Account Summaries </strong>

Daily email account summaries

One email. All your daily account balances. Delivered to your inbox every morning.

<strong>A vibrant Community to share ideas and get inspired </strong>

A vibrant Community to share ideas and get inspired

Ask questions, share ideas, and discover new solutions in the Tiller Money Community →

Tiller Money is Private and Secure

Your data is protected with 256-bit AES bank-grade encryption. Tiller Money doesn’t store your account credentials. Your transactions are not accessible to our team. Tiller Money never sends you ads or “partner offers” based on your financial profile.

Start your free trial

Tiller Money is completely free for 30 days
After 30 days, Tiller Money is $79/year
Just $6.58/month

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You don’t pay until the end of your free trial, and you can easily cancel anytime.