New: Tiller Template Management for Microsoft Excel

Originally published at: New: Tiller Template Management For Microsoft Excel - Tiller

Today we’re excited to announce the release of our template insertion capability in the Tiller Money Feeds add-in for Microsoft Excel Desktop.

This feature enables you to effortlessly install, restore, and update Tiller’s official product templates directly from the add-in sidebar in the desktop version of Excel.

Template insertion reduces the tedious manual steps previously required to add new workflows to your Tiller-powered Excel workbook. It also helps fix issues related to accidental edits or bugs.

Initially this feature is only available for the desktop version of Excel. However, we’re currently working on template insertion for Excel Online users.

Install Foundation Template dashboards without leaving Excel

From the Tiller Money Feeds add-in, you can browse default Foundation Template dashboards and sheets in Tools > Manage Templates. These templates include Spending Trends, Monthly Budget, Yearly Budget, Balances, and Accounts. You can learn more about the feature on our help center here.

We’ll be releasing more supported templates including a new debt solution in the coming weeks and months.

Tiller’s commitment to Excel

Template insertion comes as part of Tiller’s commitment to adding features to our Excel offering to reach greater parity with our Google Sheets solution.

We know prebuilt spreadsheet templates and solutions are helpful for quickly gaining insight, control and confidence about your financial future.

Community-built solutions for Microsoft Excel can still be found and manually installed from the Microsoft Excel Show & Tell section in the Tiller Community and in the Tiller Community Template gallery. Community solutions are supported by the Tiller Community.

If you have feedback, questions, or run into issues with this new feature you can chime in here or reach out to our support team via the chat tool in the lower right corner of the Tiller Console at https://my.tillerhq.com

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This sounds exciting, but it lacks any direction about how to get this feature – it’s NOT listed on my foundation worksheet (Excel desktop) in the Tiller Money feeds plugin… I’d love to try out some of the templates I’ve seen.

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Tried using the excel add ins, failed to load. Can’t seem to get it to work right from the get go.

I have the same issue.

I had an unresolved submitted issue with the Spending Trend tab where Current Assets, Current Liabilities and Net Worth would not populate. It returns #N/A error. I ran the Spending Trends Restore and nothing has changed.

Hi @mattjksn - this is under the Tools section in the Tiller Money Feeds add-in sidebar. Right now it’s only for the Foundation Template sheets, it won’t allow you to install any Community templates at this time.

@mdoz11 @brehm035 can you share a screenshot of what you’re seeing there?

@tjones4852 if the restore it not working to address your issue it means the issue is in one of the other sheets (e.g. a header is missing in row 1 in the Categories or Transactions sheet) or you have incorrectly formatted data in one of those sheets. The restore will only fix issues that were caused by direct edits to the sheet you’re restoring.

I did not see a RESTORE for FOUNDATION itself. Is that correct

It appears I had to sign into my google account in Excel for the add-in to work. seems to be working fine now.
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thanks for the clarification, I see “manage Templates” hopefully soon that will be able to manage user created templates too!

I see the ‘manage templates’ as well. Didn’t realize I couldn’t install community templates in there–that’s what I wasn’t seeing.
Thanks

@tjones4852 - there should be a “Restore” button for each of the sheets in the Foundation Template if they’re installed in your spreadsheet.

@brehm035 that’s interesting. It sounds like you installed the Tiller Money Feeds add-in from a Microsoft account that’s connected to a Google email address :slight_smile:

Community solutions in the sidebar are a little ways out. No timeline just yet. Since those are all community-supported we want to make sure that’s clear upon install as our team wouldn’t be able to help if you run into issues with those templates.

@brehm035 that’s interesting. It sounds like you installed the Tiller Money Feeds add-in from a Microsoft account that’s connected to a Google email address.

Thats EXACTLY what I have. Is this a problem??? Perhaps this is why I have a number of tech issues that cannot be resolved!

I’d recommend reaching out to our support team via the chat window in the lower right corner of the Console at https://my.tillerhq.com/

We can dive into your subscription a bit more and see if we can get some clarity on the issues you’re running into.