Originally published at: Newly Updated: Add Manual Transactions in Google Sheets - Tiller
Today we’re excited to share a new Google Sheets feature we’ve moved out of the Tiller Community Solutions add-on and into the Tiller Money Feeds add-on: Add Manual Transactions.
This feature makes it easy to add an individual or a few individual transactions at once to your Tiller-powered Google Sheet. If you have an account you’re already tracking manually you’ll also be able to update the balance for that account when you add the manual transaction.
One improvement is that you can now add tags and notes to your manual transactions in the sidebar as you’re adding the other details if those columns exist in your Transactions sheet.
You can flag transactions for reconciliation so they can be matched to the automated version when Tiller brings it in, but for now the reconciliation feature is still in the Tiller Community Solutions add-on. We’re working on bringing over the reconciliation features and hope to release that soon.
We’re also hoping to release these features for Microsoft Excel soon too, but for right now they’re only available for Google Sheets.
We’re transitioning features out of Tiller Community Solutions and into Tiller Money Feeds based on popularity and need so that these features get full support from our customer success and engineering teams. Similar to the split transaction feature that recently moved to Tiller Money Feeds, these features are core to many Tiller customers’ workflows and belong in our core product.
Lastly, the Tiller Money Feeds add-on has more limited scopes and permissions than the Tiller Community Solutions add-on. Transitioning these features allows us to make them available to all customers, including those who prefer not to install the Tiller Community Solutions add-on because of its broad access permissions.
This latest push to Tiller Money Feeds for Google Sheets also includes some major updates including:
- A bug fix where customers weren’t seeing a warning in the sidebar if their Date header in the Transactions sheet was missing
- Updated the main Tiller Money Feeds menu (from Extensions) to include a Tools menu where you can find Split Transaction and Add Manual Transaction
- Enabled a new “runtime” technology that is critical for upcoming improvements we hope to make to the Tiller Money Feeds add-on.
- Disables support for the Document add-ons menu. You need to launch Tiller Money Feeds directly from the Extensions menu near the bottom of the Extensions menu. Launching from Extensions > Add-ons > Document add-ons will no longer work.
The runtime change may impact customers who are signed in to multiple Google accounts in their browser. If you find that you attempt to launch the add-on and get an “Authorization required” message and the rest of the sidebar is disabled, you can follow these steps to address the issue. You can also reach out to our support team for help by using the chat tool in the lower right corner of the Tiller Console at https://sheets.tillerhq.com/auth/login
Let us know if you have any feedback or questions about these updates by chiming in via the Tiller Community below.