Microsoft Excel is the most popular software in the world for budgeting, understanding money trends, and analyzing financial data. Millions of people use Excel daily for their personal finances.
However, downloading bank statements from your bank and opening them in Excel is slow and tedious, leading users of Excel to search for an automated solution.
Tiller will auto-import your bank statements into Excel and is recommended by Microsoft for Microsoft 365 subscribers. Tiller can also be used with Google Sheets.
Automatically download bank transactions into Microsoft Excel with Tiller Money Feeds
Tiller Money Feeds for Excel securely connects over 21,000 banks, credit cards, brokerages, loans, and other financial sources directly to your workbooks.
You can then easily import all your daily account balances and transactions with a click. It’s the fastest, easiest way to manage your money with the power and flexibility of Microsoft Excel.
And because Tiller Money Feeds stores your transactions and balances in your spreadsheets, you always own your data and control your privacy.
Using Tiller Money Feeds
To use Tiller Money Feeds, you first sign up for a free trial of Tiller.
After you’ve signed up, you use Tiller’s secure console to authenticate any banks you want connected to your workbooks.
You then install the Tiller Money Feeds add-in from Microsoft’s App Source store:
You can connect your accounts in up to five different workbooks.
One of those workbooks will be the Tiller Foundation Template. This is Tiller’s master spreadsheet that lets you track your money. It includes several pre-built sheets that let you track all aspects of your finances. The Tiller community has created dozens of other custom templates that you can use with Tiller.
You can automatically categorize your transactions with AutoCat. This powerful feature has many pre-built categorizations, and you can customize it to fit what you spend money on and want to track.
You can try Tiller for Excel completely free for 30 days.
Your card isn’t charged until the end of your trial, you can easily cancel anytime, and you keep all data you import or templates you install during your free trial. Every Tiller subscription includes:
- Tiller Money Feeds for Microsoft Excel
- Tiller Money Feeds for Google Sheets
- AutoCat, transaction auto-categorization 100% based on your custom rules
- Foundation Template with financial insights, net worth tracker, spending tracker, unified balances sheet, and monthly and yearly budgets
- Hello, Money, Tiller’s daily account summary email that shows the latest charges, transactions, and balances across all your accounts at a glance
- Top-rated customer support
- Helpful user community
Click here to try Tiller free and automatically keep your bank transactions updated in Excel each day.
What about downloading CSVs from your bank?
Importing a bank CSV into Excel is a pain. You need to manually log into your bank account, export the CSV files, import the CSV file into Excel, and clean and format your data before you can even use it.
You’ll need to do this account by account, month after month, over and over again.
And without AutoCat, you’ll still need to manually categorize your transactions every month. You also won’t be able to draw on the resources of another community dedicated to personal finance in a spreadsheet like Tiller.
Click here to try Tiller for Excel completely free for 30 days.
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