Newly Updated: Split Your Financial Transactions in Google Sheets

The easiest, most precise way to automatically split your bank transactions into multiple categories in a spreadsheet.

As we continue transitioning well-loved and widely used features out of the Tiller Community Solutions add-on and into Tiller Money Feeds we’re excited to announce the Transaction Splitter tool for Google Sheets.

We reviewed all the feature requests in the Tiller Community for the community version of the tool and incorporated many of them. Thanks for all your suggestions on how to improve this feature!

Not only can you now split a transaction’s amount across multiple categories right in the Tiller Money Feeds add-on sidebar, but you can also customize the split’s description, note, and tags.

screen shot 2022 06 22 at 4.55.31 pm

You can even save your splits for use again later if you’re commonly splitting the same types of transactions the same way.

You’ll now see a “Tools” menu in the Tiller Money Feeds add-on sidebar for Google Sheets where you can access this feature. We hope to have it available for Microsoft Excel at some point too, but heads down working on AutoCat for Excel and hope to have that live for those of you using Excel soon!

Learn more about how to use it on our help center here.

We’d love to know what you think! Chime in with a reply in the Community here.

Heather Phillips

Heather Phillips

Heather comes from a background of user experience design & customer support. She loves helping others learn, explore and discover better ways to use applications and products that improve their lives. When she’s not coaching customers on Tiller best practices, tweeting or writing blogs, she’s probably at a yoga class, out for a hike in the Blue Ridge, or off volunteering for a variety of non-profits.

Notable Replies

  1. Great job! Congratulations on another wonderfully enhanced feature.

  2. Thanks for all your help with beta testing :wink:

  3. Heather,
    Wow - great job - very complete tool functionality and very intuitive.
    I just split a monthly insurance payment that covers 3 policies - once I detailed the first 2 splits - the remainder populated the final split - nice! Picking categories was very easy. I also love that the Notes column auto-populates with details of the split and that the Transaction ID is updated and notated for each split.

    I will try the save function next.
    Thank you again.
    Bill Gillett

  4. Hi Heather,

    The new transaction splitter looks nice. Unfortunately, I am only seeing the old versions -

    I must be missing a step in the path to the new splitter.


  5. Heather,
    It appears that new features are coming about for Google sheets but not for Excel. Should I ditch Excel and learn Google sheets?

Continue the discussion at community.tillerhq.com

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