Delegate Access

I’m thinking about hiring someone to categorize transactions for me and review the savings budget and adjust depending on where we’re over/under each month. Is there a way to give someone delegate access so that I don’t have to share my personal email/password?


You can share the sheet with them and they’ll be able to categorize and run the Tiller Community Solutions add-on in your sheet (which has the Savings Budget update feature), but they won’t be able to refresh your accounts or fill your sheet. You would still need to manage those tasks.