Tiller Launches Personal Finance Service for Excel, Partners With Microsoft 

Tiller's newly upgraded personal finance service for Microsoft Excel is now recommended by Microsoft for Microsoft 365 subscribers and users of Money in Excel.

Microsoft Excel is the most popular software for tracking money in the world. About 750 million people use Excel. Microsoft’s CEO Satya Nadella has referred to the spreadsheet software as the company’s “most important consumer product.”

It’s estimated as many as 80% of Excel’s small business users depend on it to track their finances.

Here at Tiller, we’ve previously offered partial support for Microsoft Excel with automated bank feeds and a simple expense tracking workbook. 

Today we’re excited to announce full support for Excel, with Tiller Money Feeds, the Foundation Template, Daily Account Summary Email, helpful user Community, and customer support from our top-rated customer success team. 

And this summer Tiller will release AutoCat, the first fully customizable transaction auto-categorization engine for Excel.

Tiller’s newly upgraded service connects 21,000 banks to Excel and imports daily financial data with a click. Customers can easily track their daily spending, account balances, budgets, and net worth in their Excel workbooks without data entry or logging into multiple accounts. 

Foundation Template for Excel:

Tiller’s personal finance service is recommended by Microsoft 

Microsoft is recommending Tiller to all users of Money in Excel and subscribers of Microsoft 365. 

Microsoft’s recommendation was recently announced in an email and FAQ, and also via in-app message to all Money in Excel users.

If you’re a Microsoft 365 subscriber, look for a link provided by Microsoft in your email to claim an exclusive free trial of Tiller. 

Keep a clear, confident view of your money

“Tiller welcomes all Microsoft 365 subscribers,” said Peter Polson, CEO of Tiller. “Millions of people love Microsoft Excel, and so does our team. By offering full support for Excel, we can accelerate our mission of helping people feel greater confidence and control of their money, lives, and futures.”

“I also smile because my job working on Microsoft Money in 1994 was the seed crystal that started Tiller. By 2015 or so, I was wondering… ‘why hasn’t the state of the art for personal finance evolved much since Microsoft Money circa 1994?’ With that we created Tiller.”

Peter Polson Microsoft Money
Tiller founder Peter Polson’s badge from when working on Microsoft Money

“With full support for Excel, our customers can more easily manage their money, their way, with all their accounts updated in one place, flexible reporting, customizable categories, and uncompromising privacy. We’re certain fans of Excel will fall in love with Tiller.”

About Tiller

Tiller is the only automated personal finance service built on Microsoft Excel and Google Sheets, combining the ease of an app with the power of spreadsheets. Tiller provides customers with a clear view of all their finances in one place, flexible templates, a vibrant user community, US-based customer support, strict privacy, and no ads.

Tiller’s team is driven by a mission to help people gain greater confidence and control of their financial lives, guided by the conviction that money matters because life matters more.

Edward Shepard

Edward Shepard

Marketing Lead at Tiller. Writer. Spreadsheet nerd. Get in touch with partnership ideas at edward @ tillerhq.com.

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