Now Available: AutoCat for Microsoft Excel

Powerful, ultra-customizable automatic transaction categorization is now available for Microsoft Excel

Categories are the key in keeping track of your spending and income.

They’re so important, there’s a two year old Tiller Community topic sharing and brainstorming on category lists that garners engagement month after month. 

Tiller makes it super easy to customize your categories list. We offer a simple place to get started with example categories and groups in our Foundation Template budget spreadsheet, but then the sky’s the limit. 

You can easily customize your transaction categories to meet your unique financial preferences and situation.

The challenging part of using any financial tool is making sure that your actual spending data is accurately and promptly categorized. A lot of tools attempt to do this for you, but they get it wrong, and that’s frustrating. Tiller doesn’t try to guess your spending categories, instead we empower you to choose what’s best for you.

And today, we’re giving you the power to automate that with your own custom rule set in Microsoft Excel. 

For years AutoCat for Google Sheets has been one of Tiller’s most beloved features and we’re excited to offer AutoCat for Excel to help you more easily manage your money, your way.

How AutoCat for Excel works 

AutoCat allows you to build your own custom rule set based on your transactions to automatically categorize transactions. 

This saves so much time. You can set AutoCat to run your rules when you click the Fill button in Microsoft Excel to add new transactions and balances to your spreadsheet. 

You can also do so much more than categorize transactions with AutoCat. Use it to clean up descriptions, apply notes, tags, and more. 

We hope you’ll love this feature for Microsoft Excel as much as you’ve loved it for Google Sheets. You can read more about how to use it and how it works on our Help Center here

Please share your feedback below!

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. Wow, thank you Heather and Tiller team!

    Would you say that the base spreadsheet for excel now has feature parity with google sheets (without all of the extra add ons of course). I’ve been thinking about switching to Excel but autocat has kept me tied to the Google Sheets version.

  2. This is brilliant - thank you so much!!! In addition to the basic AutoCat features, I see that it works on custom columns (e.g. “Subcategory”), as well as clean-up for description and account names. So happy about this! :smile:

  3. @cximran there are some key features available in Google Sheets not yet available for Excel that we hope to build out in the coming months, but I can’t give specific timelines or the order of things.

    • Manual account balance tracking
    • Ability to refresh accounts in the sidebar (right now for Excel you have to go to the Console if you need to manually refresh accounts or edit account credentials)
    • Split transactions
    • Insights sheet for the Foundation Template is still missing for Excel, but coming pretty soon.

    If you don’t use those features then no harm in switching at this point.

    Glad you’re psyched about it @danny.shively ! We are too :slight_smile:

  4. Fantastic!!! I am very new to Tiller and very rusty with Excel. I was hoping that AutoCat for Excel would get released quickly. This is going to be so helpful when I go to pull in my Mint data from the last five years.

    Thank you Heather and team for this.

  5. Copied over my AutoCat sheet from Google and it ran as expected. Nice work!

Continue the discussion at community.tillerhq.com

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