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Getting Started New to the Tiller Community? Start here to find your way. Helpful Tips Helpful Tips are where we can post any tutorial that we think will benefit the community. This may be spreadsheet tips or just tips for using Tiller. This is not the place for questions as an original post. Think about it as our community blog Anyone can share a post here! Ask Anything Need help or advice, but not sure where to ask? Ask anything here.

Topic	Replies	Views	Activity
About the Conversation category Conversation	0	1302	July 30, 2019
How to add additional groups or tags to Accounts Helpful Tips how-to	0	11	March 7, 2026
Savings Budget template savings column question Ask Anything tcs-savings-budget	1	13	March 5, 2026
Welcome to the Community! Please share a little about yourself Getting Started	49	7921	March 5, 2026
Amazon orders CSV format has changed as of 2.19.26 Conversation	21	182	March 5, 2026
Any Tiller Experts for Hire? Looking for initial setup Ask Anything	19	1171	March 4, 2026
AutoCat AI Suggest batch review question - how to identify auto-categorized transactions for review Ask Anything autocat , ai	8	105	March 3, 2026
Category Rollup Report question Ask Anything tcs-reports	2	21	March 3, 2026
Max attempts reached You have exceeded the max attempts set. Please try again later Ask Anything	4	51	March 3, 2026
How can I switch an account from Connected to Manual? Ask Anything	2	31	March 3, 2026
Plaid Fills - fills some, not all at same institution Ask Anything bank-feed-issue	6	40	February 28, 2026
Savings Budget template generating #REF! in the top level INCOME BUDGET cell Ask Anything tcs-savings-budget	15	60	February 28, 2026
Amazon order download data - cannot find anything recent how to download my order history Ask Anything	3	68	February 26, 2026
Credit card number change Ask Anything	3	32	February 26, 2026
Open Banking Arrives in Canada - Will Tiller re-start account connections? Conversation	5	77	February 25, 2026
Savings Budget reconcilation to account balances Ask Anything	1	20	February 25, 2026
Tiller sync page - Max Attempts Reached - 3 days Ask Anything	3	81	February 25, 2026
Passkey Support Ask Anything bank-feed-issue	10	234	February 24, 2026
Translate paid invoices into transaction splits? Ask Anything google-sheets , how-to	7	39	February 24, 2026
A few questions from a prospective small business customer with an unusual business model Conversation	4	46	February 24, 2026
Golden 1 new online banking platform Helpful Tips	1	25	February 24, 2026
Costco Citi Connecting biz but not persl Account Issue Ask Anything	1	20	February 24, 2026
AI assisted Costco split transactions Ask Anything transaction-splitter , ai	15	174	February 23, 2026
Can not add "Net Worth Snapshot" because of incompatibility with "Accounts" tab Ask Anything	9	23	February 23, 2026
Create a new custom sheet for me? Ask Anything	10	199	February 22, 2026
Removing credentials from Yodlee Ask Anything troubleshooting	2	60	February 21, 2026
How to add Bilt 2.0 card? Ask Anything	2	77	February 21, 2026
How to see what AutoCat categorized when it asks me to check it Ask Anything how-to	4	33	February 19, 2026
Handling replacement credit cards that have new account number Ask Anything	13	1237	February 18, 2026
Can we automatically download investment securities/holdings (from vanguard, fidelity, schwab, etc) like this screenshot? Ask Anything	5	194	February 16, 2026