# Helpful Tips **URL:** https://community.tiller.com/c/discussion/tips/48.md [Latest](https://community.tiller.com/latest.md) · [Categories](https://community.tiller.com/categories.md) · [Tags](https://community.tiller.com/tags.md) --- ## [About the Helpful Tips category](https://community.tiller.com/t/about-the-helpful-tips-category/31178)
**Author:** [@TillerAlice](https://community.tiller.com/u/TillerAlice)\ **Replies:** 0\ **Last updated:** [March 14, 2025, 8:52pm UTC](https://community.tiller.com/t/about-the-helpful-tips-category/31178 "2025-03-14T20:52:08Z")
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 abou… --- ## [Webinar: Upgrading to Direct Fills](https://community.tiller.com/t/webinar-upgrading-to-direct-fills/35310)
**Author:** [@heather](https://community.tiller.com/u/heather)\ **Replies:** 0\ **Last updated:** [October 6, 2026, 8:45pm UTC](https://community.tiller.com/t/webinar-upgrading-to-direct-fills/35310 "2026-10-06T20:45:52Z")
Join an upcoming webinar Curious to learn more about why you should upgrade your Google Sheets to Direct Fills and how to do it? We’ve got a few more sessions this fall, join one for a live demo + Q&A. Click here to re… --- ## [Webinar Replay & Resources: What's New with Tiller, July 8, 2026](https://community.tiller.com/t/webinar-replay-resources-whats-new-with-tiller-july-8-2026/35000)
**Author:** [@heather](https://community.tiller.com/u/heather)\ **Replies:** 0\ **Last updated:** [July 8, 2026, 3:07pm UTC](https://community.tiller.com/t/webinar-replay-resources-whats-new-with-tiller-july-8-2026/35000 "2026-07-08T15:07:50Z")
Replay Resources: AI Tools Click here to join the Tiller MCP Waitlist Direct Fills AutoCat New Console 2nd Aggregator & Data Clean Up Q&A What powers direct fills? Why didn’t you use it from … --- ## [403 message workaround for connecting to Navy Federal Credit Union](https://community.tiller.com/t/403-message-workaround-for-connecting-to-navy-federal-credit-union/34792)
**Author:** [@akwash](https://community.tiller.com/u/akwash)\ **Replies:** 1\ **Last updated:** [June 7, 2026, 4:12pm UTC](https://community.tiller.com/t/403-message-workaround-for-connecting-to-navy-federal-credit-union/34792 "2026-06-07T16:12:11Z")
When I initially setup my connection I don’t recall having any issue using Yodlee but recently I closed one checking account and opened another with NFCU. But now I could not modify the connection. Tried Plaid, same re… --- ## [Timed EFT\_ withdrawl from same utility\_ auto categorize?](https://community.tiller.com/t/timed-eft-withdrawl-from-same-utility-auto-categorize/34749)
**Author:** [@dm2propllc](https://community.tiller.com/u/dm2propllc)\ **Replies:** 4\ **Last updated:** [June 2, 2026, 8:27pm UTC](https://community.tiller.com/t/timed-eft-withdrawl-from-same-utility-auto-categorize/34749 "2026-06-02T20:27:48Z")
Hello All- I have EFT/ACH debits that go out of my bank account from the same utitlity co. (IE gas/power/garbage co.) that its difficult for the sheet to categorize. Is there a way to auto cat by the withdraw timing? (I… --- ## [Automatically adding transactions from a form](https://community.tiller.com/t/automatically-adding-transactions-from-a-form/34691)
**Author:** [@Alex.B](https://community.tiller.com/u/Alex.B)\ **Replies:** 0\ **Last updated:** [May 17, 2026, 8:30pm UTC](https://community.tiller.com/t/automatically-adding-transactions-from-a-form/34691 "2026-05-17T20:30:41Z")
@heather - thanks for the post about how to track cash - I particularly liked the post about entering cash expenditures using a form. I wanted a way to avoid the need to copy transaction details to the transactions tab … --- ## [Tags report sort transaction date](https://community.tiller.com/t/tags-report-sort-transaction-date/34540)
**Author:** [@thevioletlevy](https://community.tiller.com/u/thevioletlevy)\ **Replies:** 2\ **Last updated:** [April 29, 2026, 3:26pm UTC](https://community.tiller.com/t/tags-report-sort-transaction-date/34540 "2026-04-29T15:26:08Z")
Is there a way to make the transaction dates in the Tags Report display the newest ones on top? Currently it’s displaying old ones first. --- ## [Yay, Plaid supports crypto.com cards! Nay, it doesn't seem to work](https://community.tiller.com/t/yay-plaid-supports-crypto-com-cards-nay-it-doesnt-seem-to-work/34502)
**Author:** [@andrei](https://community.tiller.com/u/andrei)\ **Replies:** 1\ **Last updated:** [April 13, 2026, 7:07pm UTC](https://community.tiller.com/t/yay-plaid-supports-crypto-com-cards-nay-it-doesnt-seem-to-work/34502 "2026-04-13T19:07:13Z")
I have a crypto.com debit card that I maintain by hand with difficulty, so every so often I take a look to see whether Tiller’s feeds start supporting it. I just noticed that yay, “Crypto.com Card” seems to be supported … --- ## [How to add additional groups or tags to Accounts](https://community.tiller.com/t/how-to-add-additional-groups-or-tags-to-accounts/34374)
**Author:** [@jdfieldsin](https://community.tiller.com/u/jdfieldsin)\ **Replies:** 3\ **Last updated:** [March 18, 2026, 2:21pm UTC](https://community.tiller.com/t/how-to-add-additional-groups-or-tags-to-accounts/34374 "2026-03-18T14:21:54Z")
I’d like to add additional Groups or tags to my Accounts. I see the ability to add a Group to each account on the Accounts tab. But I’d like to add additional tags at the account level (not the Transaction level). For … --- ## [Golden 1 new online banking platform](https://community.tiller.com/t/golden-1-new-online-banking-platform/34321)
**Author:** [@tricia.m](https://community.tiller.com/u/tricia.m)\ **Replies:** 1\ **Last updated:** [February 24, 2026, 3:20pm UTC](https://community.tiller.com/t/golden-1-new-online-banking-platform/34321 "2026-02-24T15:20:28Z")
Last week Golden 1 changed their Online Banking platform. I can’t get my accounts connected. I’m not seeing anything posted here about the change. Hoping to save time getting issue solved by posting here. I’m assumi… --- ## [Would you trust AI with your financial data?](https://community.tiller.com/t/would-you-trust-ai-with-your-financial-data/33914)
**Author:** [@jackstein21](https://community.tiller.com/u/jackstein21)\ **Replies:** 8\ **Last updated:** [January 17, 2026, 5:23pm UTC](https://community.tiller.com/t/would-you-trust-ai-with-your-financial-data/33914 "2026-01-17T17:23:43Z")
Last week I saw someone give Claude “God Mode” with their Monarch Money account and thought—could I do that for Tiller? Two days later: built my first Model Context Protocol. Claude now has direct access to my Tiller Mo… --- ## [May see an increase need to re-authenticate for Bank of America Merrill Lynch](https://community.tiller.com/t/may-see-an-increase-need-to-re-authenticate-for-bank-of-america-merrill-lynch/33802)
**Author:** [@ctlee](https://community.tiller.com/u/ctlee)\ **Replies:** 1\ **Last updated:** [December 10, 2025, 12:14am UTC](https://community.tiller.com/t/may-see-an-increase-need-to-re-authenticate-for-bank-of-america-merrill-lynch/33802 "2025-12-10T00:14:08Z")
I’m sure those who have 2FA on already do this often, but just got a message from Bank of America Merrill Lynch that: " When you originally gave us consent to share your information with a third-party money management a… --- ## [How to create dynamic headers in your spreadsheet?](https://community.tiller.com/t/how-to-create-dynamic-headers-in-your-spreadsheet/33782)
**Author:** [@TillerAlice](https://community.tiller.com/u/TillerAlice)\ **Replies:** 0\ **Last updated:** [November 30, 2025, 1:53pm UTC](https://community.tiller.com/t/how-to-create-dynamic-headers-in-your-spreadsheet/33782 "2025-11-30T13:53:28Z")
Did you know you can customize column headers in a spreadsheet to be dynamic? In other words, the header includes information. WARNING: Do not change specific column headers on the Transactions sheet. You must not cha… --- ## [What is a Pivot Table and how can you use it in your Tiller spreadsheet?](https://community.tiller.com/t/what-is-a-pivot-table-and-how-can-you-use-it-in-your-tiller-spreadsheet/33702)
**Author:** [@TillerAlice](https://community.tiller.com/u/TillerAlice)\ **Replies:** 4\ **Last updated:** [November 22, 2025, 12:18am UTC](https://community.tiller.com/t/what-is-a-pivot-table-and-how-can-you-use-it-in-your-tiller-spreadsheet/33702 "2025-11-22T00:18:12Z")
Hello everyone, have you heard of a pivot table? In short a pivot table summarizes data. You can create one in either Google Sheets or Excel, although they have different interfaces. Why Use a Pivot Table with Your Till… --- ## [Smash Data Together... Spreadsheet Tip: Concatenate](https://community.tiller.com/t/smash-data-together-spreadsheet-tip-concatenate/33736)
**Author:** [@TillerAlice](https://community.tiller.com/u/TillerAlice)\ **Replies:** 0\ **Last updated:** [November 21, 2025, 4:33pm UTC](https://community.tiller.com/t/smash-data-together-spreadsheet-tip-concatenate/33736 "2025-11-21T16:33:37Z")
I like to joke that if my husband I have a 6th child (won’t happen, we are 50) we will name her concatenate and call her cat for short. In other words, one of my favorite spreadsheet tricks is to concatenate data. But w… --- ## [What does it mean to "Pay Yourself First"](https://community.tiller.com/t/what-does-it-mean-to-pay-yourself-first/33588)
**Author:** [@TillerAlice](https://community.tiller.com/u/TillerAlice)\ **Replies:** 0\ **Last updated:** [October 20, 2025, 5:29pm UTC](https://community.tiller.com/t/what-does-it-mean-to-pay-yourself-first/33588 "2025-10-20T17:29:58Z")
Please share your tips below for “Pay Yourself First.” Have you heard the advice “Pay Yourself First”? What does that mean and how do you do it with Tiller? I’ve seen this phrase a lot, and it’s an idea that can make… --- ## [Why is the Accounts Tab Blank?](https://community.tiller.com/t/why-is-the-accounts-tab-blank/33571)
**Author:** [@TillerAlice](https://community.tiller.com/u/TillerAlice)\ **Replies:** 0\ **Last updated:** [October 15, 2025, 1:19pm UTC](https://community.tiller.com/t/why-is-the-accounts-tab-blank/33571 "2025-10-15T13:19:03Z")
Hey hey, I was doing some “light reading” of the Tiller help center (I know how to live it up :rofl:) and the article was talking about the ungrouped accounts on the Balance tab. These can be customized with the Accounts… --- ## [Helpful hint on category matching - Income vs Expense](https://community.tiller.com/t/helpful-hint-on-category-matching-income-vs-expense/33529)
**Author:** [@Evgen](https://community.tiller.com/u/Evgen)\ **Replies:** 3\ **Last updated:** [October 15, 2025, 3:48am UTC](https://community.tiller.com/t/helpful-hint-on-category-matching-income-vs-expense/33529 "2025-10-15T03:48:21Z")
Howdy! I found that my category rules in AutoCat sometimes put both, expense and refund of the same vendor into the same account. So I may end up with credit categorized as expense or vice versa. Assuming that credit is… --- ## [How to Run AutoCat on Fill](https://community.tiller.com/t/how-to-run-autocat-on-fill/33487)
**Author:** [@TillerAlice](https://community.tiller.com/u/TillerAlice)\ **Replies:** 2\ **Last updated:** [September 30, 2025, 1:15am UTC](https://community.tiller.com/t/how-to-run-autocat-on-fill/33487 "2025-09-30T01:15:14Z")
Did you know you can save time by having Tiller automatically categorize your new transactions each time you fill your spreadsheet? With AutoCat’s “Auto Run On Fill” setting, you can do just that. When you enable thi… --- ## [Keep a long-running account reconciliation!](https://community.tiller.com/t/keep-a-long-running-account-reconciliation/33475)
**Author:** [@maddiemraley](https://community.tiller.com/u/maddiemraley)\ **Replies:** 2\ **Last updated:** [September 28, 2025, 11:00am UTC](https://community.tiller.com/t/keep-a-long-running-account-reconciliation/33475 "2025-09-28T11:00:56Z")
Not sure if this will help anyone, but I have my Account Reconciliation sheet set up to constantly be updating, and I find it very satisfying to see the green numbers all the way down the sheet! To set-up: COLUMN B: … --- ## [Tiller is Mission Driven](https://community.tiller.com/t/tiller-is-mission-driven/33373)
**Author:** [@TillerAlice](https://community.tiller.com/u/TillerAlice)\ **Replies:** 5\ **Last updated:** [September 8, 2025, 6:31pm UTC](https://community.tiller.com/t/tiller-is-mission-driven/33373 "2025-09-08T18:31:09Z")
You often hear us talk about our mission, which is guided by one core belief: money matters because life matters more. Our goal is to provide you with the best tools possible to gain clarity and confidence with your mon… --- ## [Did you know you can RENAME accounts in Tiller?](https://community.tiller.com/t/did-you-know-you-can-rename-accounts-in-tiller/33411)
**Author:** [@TillerAlice](https://community.tiller.com/u/TillerAlice)\ **Replies:** 2\ **Last updated:** [September 8, 2025, 4:15pm UTC](https://community.tiller.com/t/did-you-know-you-can-rename-accounts-in-tiller/33411 "2025-09-08T16:15:38Z")
A Quick Tip: Personalize Your Spreadsheet by Renaming Accounts Hey everyone! Here’s a quick tip that I’ve found makes a huge difference in how clear my Tiller spreadsheet feels. When Tiller first syncs your account… --- ## [How Your Data Enters Your Tiller Sheet](https://community.tiller.com/t/how-your-data-enters-your-tiller-sheet/33354)
**Author:** [@TillerAlice](https://community.tiller.com/u/TillerAlice)\ **Replies:** 5\ **Last updated:** [September 6, 2025, 4:45pm UTC](https://community.tiller.com/t/how-your-data-enters-your-tiller-sheet/33354 "2025-09-06T16:45:10Z")
Your new Tiller-powered spreadsheet is a dynamic financial tool, designed to be continuously updated with your latest transactions and balances. To get the most out of it and ensure your financial data is always current,… --- ## [Create Rules Fast with AutoCat’s “From Past 90 Days” Helper](https://community.tiller.com/t/create-rules-fast-with-autocat-s-from-past-90-days-helper/33234)
**Author:** [@TillerAlice](https://community.tiller.com/u/TillerAlice)\ **Replies:** 0\ **Last updated:** [August 13, 2025, 9:27pm UTC](https://community.tiller.com/t/create-rules-fast-with-autocat-s-from-past-90-days-helper/33234 "2025-08-13T21:27:39Z")
One of the most powerful time saving tools in your new spreadsheet is AutoCat (Automatic Categorization). An advanced feature of AutoCat is “From Past 90 Days” to quickly create a bulk of rules for you. What Is AutoCat … --- ## [5 Things You May Not Know When Getting Started With Tiller](https://community.tiller.com/t/5-things-you-may-not-know-when-getting-started-with-tiller/32891)
**Author:** [@TillerAlice](https://community.tiller.com/u/TillerAlice)\ **Replies:** 0\ **Last updated:** [July 19, 2025, 2:10am UTC](https://community.tiller.com/t/5-things-you-may-not-know-when-getting-started-with-tiller/32891 "2025-07-19T02:10:56Z")
Here are five things you may not know when getting started with Tiller. 1. You Own Your Spreadsheet Data, Completely This is a big one for privacy and control. While Tiller does the amazing work of getting your financia… --- ## [Access Your Tiller Spreadsheet Directly From the Console](https://community.tiller.com/t/access-your-tiller-spreadsheet-directly-from-the-console/33063)
**Author:** [@TillerAlice](https://community.tiller.com/u/TillerAlice)\ **Replies:** 0\ **Last updated:** [August 2, 2025, 6:19pm UTC](https://community.tiller.com/t/access-your-tiller-spreadsheet-directly-from-the-console/33063 "2025-08-02T18:19:51Z")
Want to get to your money insights a little faster? While the Tiller Console is the hub for managing your account connections, you can use it to jump straight into your spreadsheet any time you want. Option 1: Use th… --- ## [25 Ways to Find ‘Free Money’ in Your Budget](https://community.tiller.com/t/25-ways-to-find-free-money-in-your-budget/32842)
**Author:** [@TillerAlice](https://community.tiller.com/u/TillerAlice)\ **Replies:** 0\ **Last updated:** [July 16, 2025, 4:26pm UTC](https://community.tiller.com/t/25-ways-to-find-free-money-in-your-budget/32842 "2025-07-16T16:26:04Z")
We definitely do not promote “get rich quick” schemes here at Tiller, but as Tiller users we can find some “free money” in our budgets. First… Do You Have a Budget??? Go to the Categories sheet in your Tiller Foundat… --- ## [Did you know... You can link 5 spreadsheets in Tiller!](https://community.tiller.com/t/did-you-know-you-can-link-5-spreadsheets-in-tiller/32462)
**Author:** [@TillerAlice](https://community.tiller.com/u/TillerAlice)\ **Replies:** 5\ **Last updated:** [June 24, 2025, 3:13pm UTC](https://community.tiller.com/t/did-you-know-you-can-link-5-spreadsheets-in-tiller/32462 "2025-06-24T15:13:51Z")
One unique thing about Tiller is the option to have up to 5 spreadsheets connected to your account. This provides you a lot of flexibility in how you manage your finances! :hibiscus: Personally, I help a f… --- ## [The Purrrrrfect Way to Hide Your Credit Card Payments](https://community.tiller.com/t/the-purrrrrfect-way-to-hide-your-credit-card-payments/32416)
**Author:** [@TillerAlice](https://community.tiller.com/u/TillerAlice)\ **Replies:** 0\ **Last updated:** [June 12, 2025, 12:00am UTC](https://community.tiller.com/t/the-purrrrrfect-way-to-hide-your-credit-card-payments/32416 "2025-06-12T00:00:34Z")
I found my cats hiding in the linen closet like they owned the place. It instantly reminded me of one of Tiller’s sneakiest and most useful features: Hide from Reports. If you’ve ever looked at your Monthly Budget, Y… --- ## [529 on 5/29 Education Savings Plan](https://community.tiller.com/t/529-on-5-29-education-savings-plan/32271)
**Author:** [@TillerAlice](https://community.tiller.com/u/TillerAlice)\ **Replies:** 1\ **Last updated:** [May 30, 2025, 1:31pm UTC](https://community.tiller.com/t/529-on-5-29-education-savings-plan/32271 "2025-05-30T13:31:39Z")
Hi Tiller Community! Saving for education is a monumental goal for many of us, offering incredible opportunities for our loved ones. Whether it’s for college, K-12 tuition, or even future trade school, 529 plans offer p… [Next page](https://community.tiller.com/c/discussion/tips/48.md?page=1)