Excel - Creating an easy link to update my template

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I have set up an Excel template (previously using Google Sheets). At present when I go to my Tiller Dashboard the template is there however there is no “open” button. I am told by Tiller that this is not an option. So I open the template in Excel and then I have to go to data menu option and then hit Tiller Money feeds and then fill. Does anyone have a solution that will enable me to populate my template more seamlessly?

Henry

This category is for how to, recommended workflows, advice, and troubleshooting a Microsoft Excel template or solution other than the Foundation Template.

If you need help with a bank connection, missing transactions, using the Tiller Money Feeds add-in, or questions about the Foundation Template please reach out to our support team via the chat tool on the Console at https://sheets.tillerhq.com/auth/login

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