Tiller Video Tour 3: Connect Your Banks to Your Spreadsheets

One of the biggest challenges in getting clarity about your finances is getting all your financial data together in one place. That's where Tiller comes in.

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Video transcript:

One of the biggest challenges in getting clarity about your finances is getting all your financial data together in one place.

That’s where Tiller comes in. Tiller, along with its Foundation Template, offers a seamless solution for consolidating your financial information. In just a few minutes, you can connect all your bank accounts and feed them into your personal Google Sheet or Microsoft Excel spreadsheet. Let’s walk through the process step by step.

Step 1: Getting Started with Tiller

To begin, head over to Tiller’s website at tillerhq.com. Start by signing up for a free trial, where you can connect either your Google or Microsoft account. Don’t worry, Tiller works seamlessly with both Google Sheets and Microsoft Excel. In this example, we’ll use a Google account to create our Tiller account.

Step 2: Starting Your Free Trial

After setting up your Tiller account, you’ll proceed to the Stripe checkout to provide your billing information for the trial period. Remember, Tiller offers a 30-day trial, and if you have any questions or decide to cancel, their support team is readily available to assist you.

Step 3: Connecting Your Bank Accounts

Now comes the exciting part—adding your accounts. Click on “Add New Accounts” and search for your bank, such as Chase. Tiller supports thousands of banks, and you can securely connect your accounts directly from your bank’s website.

Let’s use Chase bank as an example. Tiller was among the first fintech companies in the United States to support open banking, and Chase was one of their pioneering open banking deployments.

When connecting your Chase account, you’ll be directed to Chase’s website. Simply enter your Chase username and password. Rest assured, you’re providing read-only access to Tiller, and at any time, you can revoke that access from Chase’s website.

Step 4: Setting Goals and Choosing Google Sheets or Excel

Tiller wants to help you achieve your financial goals, so they’ll ask you a few survey questions to customize the information they provide. Once completed, you’ll have the option to create either a Google Sheet or a Microsoft Excel spreadsheet. You can even create multiple spreadsheets of either type.

Step 5: Using the Tiller Foundation Template

Let’s start with the Tiller Foundation template. By clicking on it, the template will be copied to your personal Google Drive, where it becomes your private copy. Feel free to rename it to suit your preference, like “Peter’s Tiller Sheet.”

Step 6: Installing the Tiller Money Feeds Add-on

To streamline the process further, we recommend adding the Tiller Money Feeds add-on. You can find it in the Google Workspace Marketplace. Install the add-on, and Google will outline its specific permissions, ensuring that it only operates within your spreadsheet and doesn’t access any other documents or spreadsheets in your Google Drive. The add-on runs in the background, keeping your sheet updated even when you’re not actively using it.

Step 7: Linking Your Tiller Account

Return to your Tiller sheet and refresh it to ensure that the Tiller Money Feeds add-on loads correctly. Access the add-on by clicking on “Extensions” in the menu, and you’ll find the Tiller Money Feeds add-on there. Launch it, and you’ll see your connected Chase accounts. Once you add other bank accounts, they will also appear here. You have full control over which accounts are fed into this specific spreadsheet.

Step 8: Track All Your Money In One Place

Confirm your account linkage, and within seconds, the Tiller Money Feeds add-on will populate your transaction sheet with all your Chase transactions, including recent ones and those from the past few months.

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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