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.


Hello. I did this for a couple clients. We had them download transactions. We came up with the categories together and then I opened their sheet and took care of the rest. All you need to do is share your sheet with them like heather said.