I have a made a new template using the tiller foundation transactions sheet but didn’t link it since I have been building and tweaking. Now I’m ready to implement and use live data. How do I link the transactions sheet?
Hi there,
It sounds like you have a foundation template and you just need to link the new accounts to your sheet, assuming you have already added your accounts on the console. If that’s the case, you can use these steps:
- Log into your Tiller Console at https://sheets.tillerhq.com/auth/google.
- Scroll down to the name of the sheet and use the down arrow to expand details.
- Use the checkboxes to connect the new account to the sheet.
- Repeat that for any other sheets where you’d like to see transactions from this account.
If you haven’t linked your accounts,
- Log into your Tiller Console at https://sheets.tillerhq.com/auth/google.
- Scroll down to Account Summary
- Click on the “Add Accounts” button on the right hand side
- Search for your accounts, follow the prompts and add your account
Does this help?
Thanks for you reply! I figured it out!