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?

@wyliej30,

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.

3 Likes

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.