Connect your accounts and automate financial tracking in a few easy steps.
First, authenticate your financial accounts in the secure Tiller console.
Next, open a new or existing Google Sheet. Launch the Tiller Money Feeds Add-on, and choose the accounts you want to connect.
If you set your preferences to auto-import transactions, they’ll automatically update each day. Or manually import transactions in one click.
Once you’ve connected your accounts to Tiller our systems trigger a daily refresh of your bank data using a secure connection to our data provider, Yodlee.
These refreshes update our databases with your latest financial data over an encrypted connection. The Tiller Bank Feeds add-on allows you to then pull your bank data into any Google Sheet.
It will create the core sheets, Transactions and Balance History, required for Tiller’s data feeds if they don’t already exist. If a variation of them does already exist in your Google Sheet, Tiller will only feed data for reserved keyword headers, such as Date, Description, and Amount, that exist in those sheets. It will also create a Categories sheet if one doesn’t already exist.
The add-on can update your sheet automatically once a day or you update it manually directly from the sheet.
