Discussion and Docs for Tiller Money Feeds add-on

What is the Tiller Money Feeds Add-on?

The Tiller Money Feeds add-on for Google Sheets allows you to connect Tiller’s bank transaction and balance feeds to any Google Sheet that is not already connected to Tiller’s feeds. Connect it to your own custom budgeting spreadsheet or try our Foundation template. You are the Google Drive file owner of the Google Sheet and the Feeds add-on updates it with your daily transactions and account balances.

You can then easily share your custom financial dashboard with your spouse, business partner, or accountant using Google’s built in sharing features.

The Tiller Money Feeds add-on enables builders and spreadsheet enthusiasts to harness the power of Tiller’s financial feeds and share incredible solutions to challenging financial riddles.

How it works

Once you’ve connected your accounts to Tiller our systems trigger a daily refresh of your bank data using a secure connection to our data provider, Yodlee. These refreshes update our databases with your latest financial data over an encrypted connection. The Tiller Money Feeds add-on allows you to then pull your bank data into any Google Sheet.

It will create the core sheets, Transactions and Balance History, required for Tiller’s data feeds if they don’t already exist. If a variation of them does already exist in your Google Sheet, Tiller will only feed data for reserved keyword headers, such as Date, Description, and Amount, that exist in those sheets. It will also create a Categories sheet if one doesn’t already exist. Read more about core sheets here on the help center.

The add-on can update your sheet automatically once a day or you can update it manually directly from the sheet.

Get started in 4 easy steps:

1. Choose a sheet

You’ll need to choose the sheet you want the Feeds add-on to fill with data.

  1. If you’re new to Tiller, the Foundation Template is a good place to start.
  2. Start with a blank Google Sheet. (seriously, give it a try. It’s pretty cool.)
  3. Connect your existing Google Sheets template.

2. Install the Tiller Money Feeds add-on

If you start with the Tiller Foundation template for Google Sheets the add-on comes pre-installed in the template as a document add-on. Otherwise, open the add-on store listing and click “free” in the upper right.

  1. Start with the Foundation template
  2. Click “Use Template” in the upper right
  3. Click “Add to Sheets” in the sidebar that should appear. If you don’t see it, you can install the Tiller Feeds add-on via the gSuite store here.
  4. Authorize the add-on to run with the Gmail account you use for Tiller.
  5. Click “Use” in the sidebar.

If you have any issues installing the Tiller Feeds add-on reach out to support@tillerhq.com.

3. Sign in to the Feeds add-on

After you install the add-on into Google Sheets you’ll need to sign into it using your Tiller subscribed gmail account by clicking “Sign in to Tiller” in the add-on’s sidebar.

4. Start your feeds

To start the feeds to the sheet you’ll need to link the sheet to the Tiller Console, choose the accounts you want to feed data to the sheet, and then confirm. After you confirm the accounts you’ll see the progress indicator in the sidebar and your transaction and balance history data should populate within a minute or so.

If you’ve been using Tiller for a while and have many accounts connected and a large data set the first fill may take several minutes.

Using the Add-on

The first time you run the Tiller Money Feeds add-on you’ll need to sign in to the add-on with your Tiller subscribed Google account. Then it will take you guide you through linking your sheet to the Tiller Console and linking accounts. Once you confirm the accounts you want to feed to the sheet the add-on will update the Google Sheet with data from those accounts automatically.

Linking accounts to the Google Sheet

If you need to link an additional account you already have connected to the Tiller Console to a Google Sheet

  1. Launch the Tiller Money Feeds add-on from the Add-ons menu at the top of the Google Sheet.
  2. Click “Linked Accounts”
  3. Place a checkmark next to the accounts you want to link.
  4. Click the “confirm” button.

If an account you want to link to the sheet doesn’t appear in the list visit the Tiller Console and add it as a new account.

If you have any issues linking an account to your spreadsheet using the Tiller Feeds add-on reach out to support@tillerhq.com.

Disconnect an account’s feed to a Google Sheet

If you no longer want to feed data from one of your accounts to a Google Sheet

  1. Launch the Tiller Money Feeds add-on from the Add-ons menu at the top of the Google Sheet.
  2. Click “Linked Accounts.”
  3. Remove the checkmark next to the account you want to disconnect.
  4. Click the “confirm” button.

The account will no longer feed new data into the sheet, but you will need to manually remove any data that was added if you no longer want to see it in the sheet.

If you have any issues removing the connection to an account in the Tiller Feeds add-on reach out to support@tillerhq.com.

Signing in to the Tiller Money Feeds add-on

The Tiller Money Feeds add-on requires that you sign in using your Tiller subscribed Google Account to verify you have a valid subscription to Tiller and in order to access your bank data from our systems.

  1. Launch the Tiller Money Feeds add-on from the Add-ons menu at the top of the Google Sheet.
  2. Click the “Sign in with Google” button.
  3. Sign in with your Tiller subscribed Google Account

If you have any issues signing in to the Tiller Feeds add-on reach out to support@tillerhq.com.

Updating Your Sheet with Data

The first time you link a sheet to the Tiller Console and link accounts the Feeds add-on will automatically update your Google Sheet with whatever data is available in our databases.

You can update your sheet manually by clicking “Update sheet” in the add-on sidebar.

You can have the add-on automatically update the sheet when you’re still signed in to Tiller by turning on the Auto Update feature (under the Settings option). The automatic update happens once a day in the very early morning and pulls whatever is new into your Google Sheet.

If the updates happen successfully, but indicate no new data, and you’re expecting new data, review this help article on why you might be missing transactions.

Auto Update sign in requirements

In order for the Auto Update feature to work you should remain signed in to the Tiller Money Feeds add-on to keep the secure connection to our database available to the add-on. If you sign out of the Feeds add-on or you’re automatically signed out you will need to sign back in and turn the Auto Update feature back on to allow the automatic updates.

Settings

Turn Auto Update on or off.

Use this toggle to have the add-on automatically update your sheet or not.

Unlink the sheet

If you unlink the sheet from the Tiller Console it can no longer be updated with your bank data. If you re-link a sheet to the Tiller Console you may get duplicate transactions.

Log out

You can log out of Tiller and the add-on. This will disrupt the Auto Update feature if it is turned on.

Connecting An Existing Google Sheet

You can connect an existing Google Sheet that’s not already being fed by Tiller to the Tiller Money Feeds add-on to automate your bank data to the spreadsheet. Goodbye CSVs!

Note: If you’re already a Tiller customer with an existing Tiller-powered Google Sheet review this What’s New guide.

After installing the add-on and linking the Google Sheet to the Tiller Console you should be aware of the following before clicking “Confirm” after choosing accounts to link:

  • If your Google Sheet already has a sheet called “Transactions” the Feeds add-on will be able to feed data to and supported columns with non-formula headers in row 1.
  • If it doesn’t have a Transactions sheet already one will be created upon first update.
  • A column with a header in row 1 called Date is required for the Transaction feed.
  • A categories sheet will also be created if it doesn’t already exist. The Transactions sheet created by the add-on requires a Categories sheet.
  • If your Google Sheet already has a sheet called “Balance History” the Feeds add-on will be able to feed data to and supported columns with non-formula headers in row 1.
  • If it doesn’t have a Balance History sheet already one will be created upon first update.
  • The rest is up to you.

You may need to modify your existing dashboards or analysis sheets to work with the core sheets that Tiller can fill. The sheet names and headers are reserved for Tiller’s feeds to work. (E.g. the Feeds add-on needs a sheet called “Transactions” with at least a “Date” column).

Where do I find Tiller’s templates?

You can now install Tiller’s templates using the Tiller Labs Solutions add-on. We’re excited about this change because it allows you to install most of the spreadsheet templates we’ve built today into any Tiller spreadsheet, making the solutions more modular.

These templates are also now supported in our Tiller Money Community where you will have access to a breadth of creative builders and spreadsheet experts. You’ll find the complete documentation there as well as the conversations about how to use and extend these templates.

Please review these considerations before switching to a sheet powered by Tiller Money Feeds add-on as some Tiller Labs solutions are not compatible with Feedbot sheets.

What is a Feedbot sheet?

Feedbot sheets are filled with transaction and balance data by the Tiller Feedbot. You can determine if your sheet is a Feedbot sheet by visiting the Tiller Console and reviewing the details just below the sheet name.

Hi there, there are a few spots in this documentation that reference other articles/further details but missing a hyperlink. Can you update include those links please? Thanks!

Suggestion.
The tiller feedbot imports transactions in proper text with comma separated values, tiller money feeds does not…can you update the code to match the formatting to feedbot formats?

Hi Chris,

Can you let me know a bit more about what you mean by that? Are you talking about the way the description for a transaction appears or something else? As is, you should be able to just download any Google Sheet as a CSV from the File menu. Does that help?

Capture is from the tiller foundation template and the associated tiller feed -from the side panel. Notice the transaction descriptions are in ALL CAPS, with wide spaces between data and xxxxxxxxxxxxxxxxxxxxxx1126 is ambiguous information.

Capture1 is from my regular tiller feed where I go onto the tiller site and updated , you will notice the transaction descriptions are in proper text with commas. these lines of data are neat and tidy.

Hi Chris,

Thanks for your input. We do have this on our radar and should be available soon so that your descriptions in the Tiller feeds add-on look the same as the feedbot added rows.

@keenan.burkepitts, this I have the missing links in place! Thanks for the reminder, this needed some other edits too.

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