# Microsoft Excel **URL:** https://community.tiller.com/c/spreadsheets/microsoft-excel/44.md [Latest](https://community.tiller.com/latest.md) · [Categories](https://community.tiller.com/categories.md) · [Tags](https://community.tiller.com/tags.md) --- ## [About the Microsoft Excel category](https://community.tiller.com/t/about-the-microsoft-excel-category/12173)
**Author:** [@heather](https://community.tiller.com/u/heather)\ **Replies:** 0\ **Last updated:** [March 24, 2022, 3:52pm UTC](https://community.tiller.com/t/about-the-microsoft-excel-category/12173 "2022-03-24T15:52:17Z")
Ask for help, advice, or troubleshooting tips when you’re feeling stuck with Tiller-powered Excel workbooks. --- ## [Tiller Add-In Not Loading](https://community.tiller.com/t/tiller-add-in-not-loading/34205)
**Author:** [@dminches](https://community.tiller.com/u/dminches)\ **Replies:** 26\ **Last updated:** [September 23, 2026, 8:33pm UTC](https://community.tiller.com/t/tiller-add-in-not-loading/34205 "2026-09-23T20:33:48Z")
I don’t know if there is maintenance going on but the add-in will not load this morning (2/7 7am ET). --- ## [You Don't Have Permission error in Excel](https://community.tiller.com/t/you-dont-have-permission-error-in-excel/35253)
**Author:** [@stuart.ww](https://community.tiller.com/u/stuart.ww)\ **Replies:** 1\ **Last updated:** [September 22, 2026, 1:09pm UTC](https://community.tiller.com/t/you-dont-have-permission-error-in-excel/35253 "2026-09-22T13:09:04Z")
I could use some help with an Excel add-in. Tiller has been reliable for some time but, today, it’s failing on my Mac laptop (don’t know about the Mac desktop yet and am reluctant to check until I debug the problem). I… --- ## [Monthly analysis issue - Installing Template error](https://community.tiller.com/t/monthly-analysis-issue-installing-template-error/35214)
**Author:** [@ruizmichael16](https://community.tiller.com/u/ruizmichael16)\ **Replies:** 1\ **Last updated:** [September 17, 2026, 9:20pm UTC](https://community.tiller.com/t/monthly-analysis-issue-installing-template-error/35214 "2026-09-17T21:20:03Z")
Hello, Im trying to install the Monthly Analysis Template and I keep getting the following error; Failed to install Template(s) due to general exception: There was an internal error while processing the request. Anyon… --- ## [Excel Imports stopped bringing in the AMOUNT column around August 10, 2026](https://community.tiller.com/t/excel-imports-stopped-bringing-in-the-amount-column-around-august-10-2026/35185)
**Author:** [@jmccune90](https://community.tiller.com/u/jmccune90)\ **Replies:** 11\ **Last updated:** [September 15, 2026, 2:16pm UTC](https://community.tiller.com/t/excel-imports-stopped-bringing-in-the-amount-column-around-august-10-2026/35185 "2026-09-15T14:16:14Z")
I’m new in the community, and know how to search by keywords but see nothing like this problem here in the forum. I honestly may be searching incorrectly. Past issues have eventually been resolved by Tiller Support bu… --- ## [Tiller Add-In missing again...and Web Excel Compatibility](https://community.tiller.com/t/tiller-add-in-missing-again-and-web-excel-compatibility/35047)
**Author:** [@jimmyv](https://community.tiller.com/u/jimmyv)\ **Replies:** 3\ **Last updated:** [July 27, 2026, 9:06pm UTC](https://community.tiller.com/t/tiller-add-in-missing-again-and-web-excel-compatibility/35047 "2026-07-27T21:06:37Z")
Have been using Tiller on my Local drive for past few years. My Tiller Add-In has disappeared from my Data ribbon again. I attempted to re-add, but, the Add-In goes in to wait mode (Rotating Windmill) and I never get t… --- ## [May I add transactions manually by inserting rows in the transactions sheet?](https://community.tiller.com/t/may-i-add-transactions-manually-by-inserting-rows-in-the-transactions-sheet/30174)
**Author:** [@SteveAMatthews](https://community.tiller.com/u/SteveAMatthews)\ **Replies:** 9\ **Last updated:** [July 22, 2026, 10:50pm UTC](https://community.tiller.com/t/may-i-add-transactions-manually-by-inserting-rows-in-the-transactions-sheet/30174 "2026-07-22T22:50:15Z")
I have about 40 historical transactions to add from one of my credit card accounts. Using the button ‘+ Add Transaction’ in the Tiller Money Feeds works, but is laborious. I’d like to copy in transactions from the instit… --- ## [Spending Trends 2.0 for Excel](https://community.tiller.com/t/spending-trends-2-0-for-excel/35010)
**Author:** [@Chomping](https://community.tiller.com/u/Chomping)\ **Replies:** 1\ **Last updated:** [July 10, 2026, 10:48pm UTC](https://community.tiller.com/t/spending-trends-2-0-for-excel/35010 "2026-07-10T22:48:29Z")
How do we update to Spending Trends 2.0 in Excel? --- ## [Hourly Help for My Semi-Annual Update](https://community.tiller.com/t/hourly-help-for-my-semi-annual-update/34871)
**Author:** [@jim.pickell](https://community.tiller.com/u/jim.pickell)\ **Replies:** 3\ **Last updated:** [June 25, 2026, 8:42am UTC](https://community.tiller.com/t/hourly-help-for-my-semi-annual-update/34871 "2026-06-25T08:42:38Z")
:wave: I haven’t updated my transactions or budget since Oct 2025. Trying to be efficient. When I uploaded new transactions for last 7 months it broke. Truth is I forgot how to populate new years. Also, I ran it through … --- ## [Getting "Unknown error while reading Transactions sheet" every time the plugin loads](https://community.tiller.com/t/getting-unknown-error-while-reading-transactions-sheet-every-time-the-plugin-loads/34703)
**Author:** [@scottgrabo](https://community.tiller.com/u/scottgrabo)\ **Replies:** 1\ **Last updated:** [May 20, 2026, 2:31pm UTC](https://community.tiller.com/t/getting-unknown-error-while-reading-transactions-sheet-every-time-the-plugin-loads/34703 "2026-05-20T14:31:27Z")
A few weeks ago the sync failed part way through. When I ran the sync again, it resulted in duplicated transactions. I deleted the duplicates (the original entries), and ever since I’m getting this everytime the plugin l… --- ## [MS EXcel template downloaded over 100 transactions with no values](https://community.tiller.com/t/ms-excel-template-downloaded-over-100-transactions-with-no-values/34690)
**Author:** [@jonnysul](https://community.tiller.com/u/jonnysul)\ **Replies:** 1\ **Last updated:** [May 18, 2026, 3:24am UTC](https://community.tiller.com/t/ms-excel-template-downloaded-over-100-transactions-with-no-values/34690 "2026-05-18T03:24:07Z")
Pulled in over 100 transactions today so from all account sources and no values got pulled in. The header now shows “column1” not sure if somehow the header got changed and if so what should it say? This category is fo… --- ## [AutoCat - Behaves differently with blanks vs Run-Rules-On-All](https://community.tiller.com/t/autocat-behaves-differently-with-blanks-vs-run-rules-on-all/34596)
**Author:** [@TheKeyMeister](https://community.tiller.com/u/TheKeyMeister)\ **Replies:** 8\ **Last updated:** [May 5, 2026, 11:50am UTC](https://community.tiller.com/t/autocat-behaves-differently-with-blanks-vs-run-rules-on-all/34596 "2026-05-05T11:50:39Z")
I noticed AutoCat behaves differently when running it standard (Blanks only) vs Run Rules on All. I have 2 transactions. CASH APP\*LOCKSMIT 02/08 PURCHASE XXXXX91940 CA DEBIT CARD \*5502 CASH APP\*SYLVIA C 02/0… --- ## [Autocat has never worked, always returns "0 transactions categorized" - how to diagnose?](https://community.tiller.com/t/autocat-has-never-worked-always-returns-0-transactions-categorized-how-to-diagnose/34589)
**Author:** [@dirkasarus](https://community.tiller.com/u/dirkasarus)\ **Replies:** 10\ **Last updated:** [May 4, 2026, 2:57am UTC](https://community.tiller.com/t/autocat-has-never-worked-always-returns-0-transactions-categorized-how-to-diagnose/34589 "2026-05-04T02:57:43Z")
I am new to Tiller, but have been writing software in VBA for many years. I have setup a number of Autocat rules, but everytime I try running Autocat, it comes back with “0 transactions categorized.” What steps should … --- ## [Excel: Error Transactions sheet size limit exceeded message](https://community.tiller.com/t/excel-error-transactions-sheet-size-limit-exceeded-message/34501)
**Author:** [@FerrellFamilyLife](https://community.tiller.com/u/FerrellFamilyLife)\ **Replies:** 9\ **Last updated:** [April 27, 2026, 8:54pm UTC](https://community.tiller.com/t/excel-error-transactions-sheet-size-limit-exceeded-message/34501 "2026-04-27T20:54:16Z")
:wave: Perhaps the wrong spot, as the topic is in the foundations template, but I guess someone will move it if so. Anyone every had this error: transactions sheet size limit exceeded It is interesting I actually get… --- ## [Question about YTD Comparison Excel Spreadsheet](https://community.tiller.com/t/question-about-ytd-comparison-excel-spreadsheet/34483)
**Author:** [@mjcoleman0](https://community.tiller.com/u/mjcoleman0)\ **Replies:** 8\ **Last updated:** [April 18, 2026, 8:12pm UTC](https://community.tiller.com/t/question-about-ytd-comparison-excel-spreadsheet/34483 "2026-04-18T20:12:35Z")
How is the YTD Net Budget formula calculated on the YTD Comparison Sheet. I have a formula warning on my sheet and not sure if I should be concerned. It appears to be just an inconsistent formula message ??? When I h… --- ## [Error message in transaction sheet in Excel](https://community.tiller.com/t/error-message-in-transaction-sheet-in-excel/34012)
**Author:** [@mjcoleman0](https://community.tiller.com/u/mjcoleman0)\ **Replies:** 9\ **Last updated:** [April 8, 2026, 1:35pm UTC](https://community.tiller.com/t/error-message-in-transaction-sheet-in-excel/34012 "2026-04-08T13:35:31Z")
:wave:I am receiving the following error when I just downloaded my latest transactions and trying to update the categories, they belon in. Any help would be greatly appreciated --- ## [Category Drill Down or Actuals Spent Monthly](https://community.tiller.com/t/category-drill-down-or-actuals-spent-monthly/34227)
**Author:** [@momjr007](https://community.tiller.com/u/momjr007)\ **Replies:** 5\ **Last updated:** [March 30, 2026, 7:56pm UTC](https://community.tiller.com/t/category-drill-down-or-actuals-spent-monthly/34227 "2026-03-30T19:56:24Z")
Is there a way to drill down on categories in the monthly budget or have a multiple category tracker? I would love to see the actuals for each category monthly so I can reconcile budget differences. Thanks! --- ## [Analyzing Spend at a Summary Level?](https://community.tiller.com/t/analyzing-spend-at-a-summary-level/27920)
**Author:** [@Garbini](https://community.tiller.com/u/Garbini)\ **Replies:** 7\ **Last updated:** [March 29, 2026, 8:00pm UTC](https://community.tiller.com/t/analyzing-spend-at-a-summary-level/27920 "2026-03-29T20:00:58Z")
After tracking all my expenses for over a year I wanted to put together a worksheet with pivot tables/graphs showing various stats. Consider it for an annual spend review / YTD Spend analysis I want to put together to re… --- ## [Duplicate transactions - Why?](https://community.tiller.com/t/duplicate-transactions-why/34424)
**Author:** [@jnfelty10](https://community.tiller.com/u/jnfelty10)\ **Replies:** 5\ **Last updated:** [March 29, 2026, 7:57pm UTC](https://community.tiller.com/t/duplicate-transactions-why/34424 "2026-03-29T19:57:26Z")
Hello, I’m still a new user to Tiller and today my template imported 3 months worth of duplicate transactions. But it only did that for one of my accounts - the credit card. Why did this happen? I didn’t push a button f… --- ## [Monthly Budget - Hide Categories That Have No Budget or Actual](https://community.tiller.com/t/monthly-budget-hide-categories-that-have-no-budget-or-actual/20868)
**Author:** [@mu3484343](https://community.tiller.com/u/mu3484343)\ **Replies:** 11\ **Last updated:** [March 4, 2026, 4:10pm UTC](https://community.tiller.com/t/monthly-budget-hide-categories-that-have-no-budget-or-actual/20868 "2026-03-04T16:10:30Z")
I’m finding that the Foundation Monthly Budget sheet is difficult to actually track my spending/budget because I have so many rows of Categories that have no Budget or Actual spending for the month. It would be much eas… --- ## [Is there a multi year SS w each spending category in the A column and the different years in rows? I want to compare YoY spending in categories in 1 SS. Thanks](https://community.tiller.com/t/is-there-a-multi-year-ss-w-each-spending-category-in-the-a-column-and-the-different-years-in-rows-i-want-to-compare-yoy-spending-in-categories-in-1-ss-thanks/34159)
**Author:** [@woodswr1128](https://community.tiller.com/u/woodswr1128)\ **Replies:** 3\ **Last updated:** [February 24, 2026, 7:01pm UTC](https://community.tiller.com/t/is-there-a-multi-year-ss-w-each-spending-category-in-the-a-column-and-the-different-years-in-rows-i-want-to-compare-yoy-spending-in-categories-in-1-ss-thanks/34159 "2026-02-24T19:01:41Z")
:wave: I am looking for an Excel template that records the aggregate annual expense by catagory for each year. Does one exist? --- ## [Monthly Analysis not working](https://community.tiller.com/t/monthly-analysis-not-working/34240)
**Author:** [@dhp12710](https://community.tiller.com/u/dhp12710)\ **Replies:** 5\ **Last updated:** [February 20, 2026, 5:23pm UTC](https://community.tiller.com/t/monthly-analysis-not-working/34240 "2026-02-20T17:23:47Z")
I installed the Monthly Analysis Spreadsheet and it was working fine for a few months, but no longer. The values are all 0’s now, and the date range can’t change from 2025 to 2026… Not sure if this is related to the cha… --- ## [Reversing an Advanced AutoCat rule in Microsoft Excel](https://community.tiller.com/t/reversing-an-advanced-autocat-rule-in-microsoft-excel/34089)
**Author:** [@stephan.harris2](https://community.tiller.com/u/stephan.harris2)\ **Replies:** 2\ **Last updated:** [February 3, 2026, 6:23pm UTC](https://community.tiller.com/t/reversing-an-advanced-autocat-rule-in-microsoft-excel/34089 "2026-02-03T18:23:11Z")
I created an advanced AutoCat rule that somehow was applied to more transactions than I intended and now I need to back out and reverse what the AutoCat rule did so I can correct it and try again. I already tried to crea… --- ## [Monthly analysis issue - Subtotals](https://community.tiller.com/t/monthly-analysis-issue-subtotals/34158)
**Author:** [@luakena.tolbert](https://community.tiller.com/u/luakena.tolbert)\ **Replies:** 4\ **Last updated:** [January 30, 2026, 7:01pm UTC](https://community.tiller.com/t/monthly-analysis-issue-subtotals/34158 "2026-01-30T19:01:07Z")
Hello, A few of the Subtotals for Income and Expense are not summing properly. Under the Subtotal “Business” (Under the Income Category) I have 3 Separate businesses, each with their income listed correctly. The Sum of … --- ## [Mortgage payoff and account removal question](https://community.tiller.com/t/mortgage-payoff-and-account-removal-question/34136)
**Author:** [@prome](https://community.tiller.com/u/prome)\ **Replies:** 2\ **Last updated:** [January 27, 2026, 10:53pm UTC](https://community.tiller.com/t/mortgage-payoff-and-account-removal-question/34136 "2026-01-27T22:53:00Z")
If I have paid off a mortgage, and the balance is now going to remain $0, I would like to remove the associated account so it’s not pulling the $0 balance via Yodlee. I don’t have any other accounts at that institution. … --- ## [Auto Refresh of Tiller Money Feeds Data in Excel - Possible?](https://community.tiller.com/t/auto-refresh-of-tiller-money-feeds-data-in-excel-possible/28676)
**Author:** [@Kyle\_C](https://community.tiller.com/u/Kyle_C)\ **Replies:** 7\ **Last updated:** [January 27, 2026, 5:52pm UTC](https://community.tiller.com/t/auto-refresh-of-tiller-money-feeds-data-in-excel-possible/28676 "2026-01-27T17:52:45Z")
Curious if anyone has figured out a way to use VBA or VB script to click “Fill Available Updates” and then refresh the data in the spreadsheet using Windows Scheduler? Not a big deal to have to do this manually, but it w… --- ## [Saving Goal More then 1 Funding account?](https://community.tiller.com/t/saving-goal-more-then-1-funding-account/28902)
**Author:** [@davey89](https://community.tiller.com/u/davey89)\ **Replies:** 2\ **Last updated:** [January 24, 2026, 6:32pm UTC](https://community.tiller.com/t/saving-goal-more-then-1-funding-account/28902 "2026-01-24T18:32:45Z")
I am using the Saving Goal dashboard template and was wondering if there is a way to use more then 1 funding account for the same goal? I want to set up a retirement goal and add all my retirement (currently 2, soon to b… --- ## [Excel indicates Slow Workbook](https://community.tiller.com/t/excel-indicates-slow-workbook/28223)
**Author:** [@skippu](https://community.tiller.com/u/skippu)\ **Replies:** 5\ **Last updated:** [January 11, 2026, 4:26pm UTC](https://community.tiller.com/t/excel-indicates-slow-workbook/28223 "2026-01-11T16:26:06Z")
For the Tiller Foundation Template in Excel, I am getting this warning message: “SLOW WORKBOOK? 98% of your workbook has unused formatting and metadata that can be optimized to improve performance. Button text: \[Check P… --- ## [Error message when trying to update categories on transaction sheet](https://community.tiller.com/t/error-message-when-trying-to-update-categories-on-transaction-sheet/34013)
**Author:** [@mjcoleman0](https://community.tiller.com/u/mjcoleman0)\ **Replies:** 9\ **Last updated:** [January 10, 2026, 4:33pm UTC](https://community.tiller.com/t/error-message-when-trying-to-update-categories-on-transaction-sheet/34013 "2026-01-10T16:33:35Z")
I just downloaded the newest transactions and when trying to update Categories. The following error is appearing. Any input or support would be greatly appreciated --- ## [NAME error Iissues with Excel templates](https://community.tiller.com/t/name-error-iissues-with-excel-templates/25400)
**Author:** [@jrf0872](https://community.tiller.com/u/jrf0872)\ **Replies:** 4\ **Last updated:** [December 20, 2025, 4:48pm UTC](https://community.tiller.com/t/name-error-iissues-with-excel-templates/25400 "2025-12-20T16:48:58Z")
I am getting the name error on several pages as well. It worked perfectly fine for a week then the last “Fill” I ran the balance page, the monthly budget sheet, the yearly budget sheet, and the spending sheet all went t… [Next page](https://community.tiller.com/c/spreadsheets/microsoft-excel/44.md?page=1)