We hope you enjoyed the webinar if you were able to attend live. Thanks for all the awesome questions. You can access a replay as well as additional resources below. Use the browser search (CTRL+F) to search for questions in the Q&A.
Replay
Resources
New Year
How do I get my budget ready for the new year?
Multi-Year Budgeting in the Foundation Template
Manually Add Bank Data to your Tiller Sheet
Foundation Template Refresher
Using the Spending Trends sheet
Tiller Templates
Easily track spending with the Simple P&L
How to use Tiller to track your savings goals
Creating a debt payoff plan with Tiller
Tiller Tools for easier manual tracking
Community-built solutions
Below are some helpful solutions built by the Tiller Community for end of year analysis.
Category Tracker
Yearly Insights
Comparisons
Core of Tiller
New! Direct Fills to Google Sheets
Opt in form to try Direct Fills in a new spreadsheet - NOTE this is still in a beta test phase and will require that you create a NEW spreadsheet to test and compare against your existing spreadsheet.
Q&A
| Question | Answer |
|---|---|
| Will we get a recording of this? | Yes. in a day . Including Q&A and resources |
| Iâm running the most recent version of IOS on my Mac. It seems to have broken the link to Tiller. Thoughts? | Not sure about this. We ask that for technical issues like this that you instead send a new message using the blue chat widget in the lower right corner of your Console at https://my.tiller.com or write to support@tiller.com so that we can get more details |
| Started using Tiller with Google Sheets. Recently purchased Excel for a number of reasons. Is it possible to convert from Sheets to Excel without losing data? | Yes! You can use these steps to migrate your data manually. Migrate your financial data between spreadsheets | Tiller Help Center |
| In the transactions section, is there a way to have the drop down menu for Categories to only show the expenses categories and likewise for income. | There currently isnât a way to filter the categories dropdown, it will show all categories youâve defined |
| I use the Savings Budget sheet. Whatâs the best way to go from 2025 to 2026? I also have 2024 info in my current sheet. Thank you | Please review this part of the documentation Docs: Savings Budget sheet . If that doesnât address your need please comment in the thread as support for Community Templates is provided there first. |
| My wife and I love TIller but we havenât been able to figure out how to track or see our year to date totals spent on budget categories that arenât fixed. Like if weâre budgeting $50 a month on coffee but some months we spend more and some months we spend less, how can we see where weâre at over the course of the year on our $600 total. | The Yearly Budget is handy, the first few columns show you budget, actual, and available for the 12 month period. The Simple P&L which we also discussed and show you these details too. |
| will this cover how to run the reports for the year of 2025? | Hopefully our review of the Yearly Budget and Simple P&L were helpful here! |
| Are there any changes made to the 2026 Tiller template? | No significant changes. If there is no need to start in a new sheet you can keep and continue to use your current sheet. If there are any updates to a template, this can be done using the Templates feature of the Tiller Money Feeds add-on or add-in. |
| Also, wrt the Categories, is it possible to have the same name for income and expenses. For example, I have one item on my budget for a workshop we lead. I need to be able to mark expenses and incomes against the same name. Right now Iâm having to add the word EXP or INC to the category name so I know which item to choose on the Categories drop down menu in the transactions tab. | Categories need to be unique so you wonât be able to use the same category label for both income and expenses in this context. Your current approach is the best way to do this. |
| I find that including brokerages into tiller along with my bank and credit cards really clutters the transaction and categories. So I end up running different sheets, one with just the bank and credit card, and the brokerages just provided current totals. Would be nice to not have to do these gymnastics, if we had the ability to filter what gets included in the transactions, and what gets included in the networth history would be helpful. | We donât currently have this feature but you should vote for this feature request. |
| When appropriate, please explain if Tiller will eventually support downloading banking transactions with banks that require MFA. | We do support banks that require MFA but likely youâre required to manually refresh them to get the data pulled in, and that definitely can be tedious. This will get better as more banks move to open banking, or OAUTH connections. |
| how do you get the networth to show on the spending trends tab. Mine is 0. | Please send a new message using the blue chat widget in the lower right corner of your Console at https://my.tiller.com or write to support@tiller.com so that we can get more details. |
| Is it possible to have an unlimited amount of categories? I ran into the issue last year that it could only be 199 line items | Currently you can have up to 20 unique groups with up to 200 categories total. |
| Can add Type categories? for example Investment | Yes, I believe you can do what youâre asking. Every category must be assigned a Group and a Type. Your Groups can be custom, but our templates only support the Types: Income, Expense, and Transfer. Any other Type can break the templates. |
| My negative amounts in the yearly budget tab are not in red (like the current example). How do I get that to happen? | This is a conditional formatting rule that was modified to make them red. The conditional formatting rule is already in the Yearly Budget sheet, but the row count needs to be expanded in it and it needs to be dragged down to the bottom of the conditional formatting list. |
| on thd yearly budget, how do we add 2026 as an option. | When you click on the Year dropdown either on the Monthly or Yearly Budget sheets in Google sheets, you will see a pencil icon, when you click on that options will appear on the sidebar. Simply add an item and enter 2026. |
| How do I export some of my information to share with my financial advisor? Iâve never looked for templates for this function, but I will directly. | If youâre in Google Sheets we have a guide here on Googleâs collaboration functions. This would be similar if using Excel Online/ your file is on OneDrive. |
| How secure is Google Sheets? I am using Excel on my desktop but have thought about moving to Google Sheets but still uncomfortable with cloud security. | |
| Is Simple P&L for Excel Spreadsheet too? | Yes. Please see the help guide here Using the Simple P&L Template | Tiller Help Center |
| How does the new P&L template differ from the Budget sheets in the foundational template? | The main difference is that the Simple P&L doesnât show you any budget target or available values. Please learn more about the P&L here Using the Simple P&L Template | Tiller Help Center. It doesnât have budget related information that you would have for the Budget sheets |
| I would like to see my 2024, 2023 and 2022 net worth. Is there a way I can see that? | I believe you can see one year at a time for up to 12 years in the community net worth template. More details here: Docs: Net Worth Tracker - this is one of the community templates you can install using Tiller Money Feeds |
| Do you have recommendations for handling large items, like property taxes, vacations, etc, where they are paid one time but itâs necessary to save up for the large expense. | You can just set the budget to $0 for months where you donât have that expense. If you want to see accrued savings for a particular category youâd want to use the Savings Budget sheet. Docs: Savings Budget sheet |
| Curious how people handle credit cards that are used for regular purchases and then paid off every month. Doing more of this to build up miles. I want to be able to see the payments Iâm making to make sure I can fully cover them, but having a budget category for credit card payments throws off all the reporting since Iâm double counting (CC charge and payoff). |
In this situation youâd just want to use a transfer type category for the credit card payment, and categorize all the purchases based on the intent of the spending. You can read more about transfers here: Understanding Transfers | Tiller Help Center |
| Any news/updates regarding equities tracking? | I believe youâre meaning investment holdings, and no, we donât have updates there yet. |
| big fan of tiller. can you recommend a service that can help me tidy things up, make reporting more automated, and make it more seamless. | Hmm, I think youâre referring to those in the context of using Tiller? Iâd recommend searching around in the Tiller Community here. I know there are a few people who offer some type of service like this. |
| Can you show again how you filtered Transactions to highlight Shopping expenses? | More details here: Filtering & Sorting Data in Google Sheets | Tiller Help Center |
| How do you manage moving from 2025 spreadsheets to 2026? â new budget, etc | The webinar covers this and you can follow with this help guide Multi-year Budgeting in the Tiller Foundation Template | Tiller Help Center |
| Is there a template to be able to see spending by merchant? Iâd like to be able to see where Iâm spending by vendor/merchant. | There are some community options available but theyâre based on the Description column (closest to Merchant that we have right now). Docs: Category Tracker - gSheets Templates - Tiller Community đ Transaction Tracker for Google Sheets |
| I see that Heather has a category specifed for credit card payments. Is this best practice to do this vs lumping it all in the transfer category? If so, should we also then exclude the credit card payment category from reports? | I think this use case part of the guide will help. It depends on your needs and what makes the most sense for you Understanding Transfers | Tiller Help Center. Please write in to support for more advice or you can check out this lively community topic. For those who don't "over track" expenses but have a good system, care to share your Group/Categories? |
| Are these templates (i.e. P & L) available in the Microsoft version? (I donât use Google Sheets) | Yes. learn more here Using the Simple P&L Template | Tiller Help Center |
| Our fiscal year is from July to June. Is there a way to set Tiller to do this? | Yes, on the Categories sheet just set the date in the first budget month column (after the Hide from reports column) to be the first day of your fiscal year so 7/1/2025 |
| Is there a maximum amount of data you recommend keeping in a sheet before making a new one? I have had the same sheet since 2018 and I like being able to look at the progress over the last 7 yeras but at some point will it get too heavy for Google sheets? | We donât have a specific limit or amount of data documented on when you may hit performance issues. This is mainly because the performance issues tend to come up when you have complex sheets and dashboards combined with a large dataset. |
| Is there a way to compare y/y by month, ie May 25 vs May 24? | One of these community templates may help: Docs: Comparisons report - gSheets Templates - Tiller Community Period Comparison Template - gSheets Templates - Tiller Community đ Transaction Comparison - Google Sheets - gSheets Templates - Tiller Community |
| Is there a way to balance a bank account to the banks current balance for your account? | I think youâd want to use the community option for Account Reconciliation: đ Account Reconciliation - Google Sheets - gSheets Templates - Tiller Community |
| I currently use Excel and considerng changing to Google Sheets for 2026. What is the process to easily migrate my budgets, categories, links, etc to Google Sheets? | You can use these steps to migrate your data manually. Migrate your financial data between spreadsheets | Tiller Help Center |
| If I only want to have 2 years of budgets, can I just add the 12 columns for 2026 and then delete the columns for 2024. Any issues with doing that? | No issues doing this you can just have the 2 years of budget columns yes. |
| Is there an option to input yearly budgets rather than month by month? | Not at this time, but thatâs a great idea for a feature request. https://community.tiller.com/c/feature-requests/15 |
| Iâd prefer my 2026 budget on the âCategoriesâ tab to be based on my 2025 actual spend vs. the budget i defined on the categories tab for 2025. Is there an easy way to get the grouped transaction data for each month (like on the yearly budget tab) to populate my categories for 2026 | There isnât a way for it to populate those automatically, but you can use the method I demonstrated to find the average or just manually copy/paste from the simple P&L. |
| In Heatherâ sheet - there is a Balance History sheet. How do you add this sheet? | this is a hidden sheet Understanding the Balance History Sheet | Tiller Help Center |
| Yes. When I try to refresh, it will not pull in the transactions from my bank checking account. Your site says this is due to MFA support. | You can send a new message using the blue chat widget in the lower right corner of your Console at https://my.tiller.com or write to support@tiller.com as we need more details to help |
| If youâre one of those people who likes to start a new sheet at the beginning of the year, is there a way to easily bring your end of the year balances in your categories in the saving budget to your new sheet or do you have enter them manually in the new saving budget? | Hi Joysea, The Savings Budget is a Community template pleasewrite in via itâs respective thread for initial assistance there. Otherwise you are able to migrate your data Migrate your financial data between spreadsheets | Tiller Help Center |
| I have the Debt Planner on my Foundation template, but would like to remove it. Do I just delete the worksheet? | Yes. you can just delete this worksheet. |
| Can you show how to hide the 2025 budget categories in the categories sheet? | Select the columns you want to hide, right click and âhideâ or âgroupâ |
| After I added 2026 in Excel, I get this error message: Excel ran out of resources while attempting to calculate one or more formulas. As a result, these formulas cannot be evaluated. | Sometimes this can be related to software updates which are missing or have been introduced and are causing a problem and a subsequent update can resolve it. Please confirm your operating system and Microsoft 365 Office applications are updated to the most recent versions. |
| I have a template sheet installed called âBudget Planâ. I no longer see this in the templates list. Is this no longer supported? | This is a community-built and supported template so itâs likely still available in the Tiller Community. |
| Can you take the average number calculated in P&L and have it autofill into the budget in the categories tab? | No, there isnât a way to have it auto fill in a stable way. |
| Any future plans for a iphone app? | Not a native iOS app at this time, but weâre working on an improved mobile experience. |
| Will Apple Mastercard be added in 2026? | At this time I donât believe that either of our data aggregators has plans to build support for Apple Card. Please continue to monitor Tillerâs Supported Institutions List here |
| Are there plans to support Affirm or other âBuy Now Pay Laterâ account types? | At this time I donât believe that either of our data aggregators has plans to build support these account types. |
| I tried copy and paste press the sync in Excel and now I have many duplicates | Please see our official guidance for transitioning between spreadsheets: Migrate your financial data between spreadsheets | Tiller Help Center |
| can you talk about the issue with Venmo? | Details here: Venmo still an issue? - #59 by heather |
| is there a way to automate the deletion of transactions? Perhaps via autocat rule? There are many transactions across accounts that end up being duplicates that currently requires manual deletion which takes extra time in the workflow. Thanks | There is not a way to automate the deletion of transactions. Iâd be curious to learn more about what you mean by transactions that end up being duplicates. I could imagine that transfers may appear as though theyâre duplicates, but really they arenât. Feel free to write in to support via chat to learn more. |
| If i unlink a spreadsheet, can it later be re-linked? | Yes. you can. How to unlink or disconnect a spreadsheet from Tiller | Tiller Help Center. |
| You shared the way to add a new Category. What is the best way to remove a category that is no longer applicable/used in the new year? | The best way is to just hide the category on the Categories sheet using the Hide from Reports option. If you really want to remove the category entirely youâd also need to clean up the Transactions sheet and AutoCat sheets if the old category exists there. |
| Iâd love a discussion about data protection and how tiller is ensuring that bank information shared through these third parties is secured | Please review Tiller Security And Privacy Promise - Tiller and then you can follow up with support |
| Any progress to work with Malwarebytes? I am using incognito as a workaround | Some customers have mentioned that adding Google Docs/Sheets to the Malwarebytes Allow list resolved the conflict. |
| amazon order transactions, can those be automatically pulled from amazon via their apis? | We do not have a direct connection to Amazon orders via API. As far as we know they donât have a public API that would allow us to do this. |
| If I set up a manual account in the spreadsheet a year ago, do I still add a new manual account for the same account to the Tiller? | We covered this in the demo, but here is the guide with more details.Tracking balances for manual accounts | Tiller Help Center |
| I have a Tiller sheet that I started 5 years ago in Google Sheets? Should I start a new Tiller sheet to get more updated features for 2026? | No you donât need to start in a new sheet. You can continue in the sheet by adding new year categories as demonstrated in the webinar and you can follow with this guide |
| Are there plans to support specific stocks/bonds/mutual funds for investment accounts (not just the overall value)? | We hope to have more detailed holdings data and investment portfolio tracking broadly available as a premium feature in the future. |
| What I mean is, my âHouseâ account in the spreadsheet isnât showing up in the Tiller. Is there a way to just get it to show up, or do I add a new one and delete the old one? | Iâd recommend writing in to support about this one. |
| Is there a link for new users to help set up with excel specifically | Getting Started with Tiller for Microsoft Excel |
| Can we connect our Apple credit card? | The connection to Apple Card is not supported by our data provider. However, there is an option for you to export your transactions to a CSV via the Wallet app. Please see the guide here |
| How to track credit card payments without double counting purchases? | Make use of Transfer âTypeâ for the respective categories. Learn more here. |
| Regarding the year-to-year transition when one uses Google Sheets, in Drive can I just copy the 2025 sheet and rename it to 2026, and just delete the 2025 transactions, and continue to refill the sheet with 2026 transactions? | Yes, that flow would work, I think, but youâd also need to link it to Tiller via the Tiller Money Feeds add-on. If you run into an error when you try to link the copy, please write in to support. |
| Is adding columns to the Categories tab the only thing needed if we want to keep using the same spreadsheet in 2026? | Yes, more details in the guide here How do I get my budget ready for the new year? | Tiller Help Center |
| I have Quicken and it downloads the est value of my house from Zillow and updates it monthly. Can that be explored for TIller as an auto feed? I currently update it manually for Tiller | We donât have this yet. We did reach out to Zillow but they will not give us access to the API to automatically pull the data. There are some other services that offer this we may be able to access. I believe there is a feature request for this in the community here: https://community.tiller.com/c/feature-requests/15 |
| Are you able to walk through how to set up the debt payoff planner sheet? | Our guide here provides installation steps and some troubleshooting suggestions. Please write in to support for more help. |
| It would be great to double click on an actual cell and see all the transaction details like you do in an Excel pivot table - instead of filtering the transactions to find what you want. | Agreed. |
| how to change the aggregator for one bank from yodlee to another one? | We donât typically switch aggregators until weâve deemed your default one entirely unable to connect to an institution, we are happy to troubleshoot your current connection, please contact support. |
| Can you go over creating a new spreadsheet with 2025 and 2026 data again I have approximately 7,000 rows |
Recommend re-watching the recording here and if that doesnât help, please write in to support. |
| How does one get the latest foundation template? | You can use the Templates feature in the Tiller Money Feeds sidebar to make sure that your Foundation template sheets are up to date and add other templates. Otherwise there is no need to get the âlatestâ |
| Question rgarding âDirect FIllâ and Excel file stored on OneDrive. Will Direct Fill work IF I open my Excel file (stored in onedrive) on my iPhone (mobile iOS)? I can currently open the file, but the âFillâ button is not currently avaiable. I am hoping the Direct Fill will solve my problem of viewing an updated file while away from a traditional laptop. | We donât have Direct Fills for Excel yet, so no, this would not help in your case. |
| does tiller have a collaboration with âsuper usersâ that can be hired to help me set up? I have no experience with google sheets or excel so I would love to hire someone to help me set this up in the way I would like to use tiller and have feedback on optimization | We do not currently offer 1:1, phone / live chat support . We suggest checking out our Getting Started with Tiller Video Series or watch the latest recording of our Foundations webinar for a demo of how to set up and use Tiller. And if you need more help please contact support directly. |
| do you have any tips for making sure that youâre not missing transactions? sometimes I forget to go fill transactions for a few months | Make use of Hello, Money which can update you on connection refresh status as well. |
| how do you add your social security as an income category? Like the P&L says I donât have any income except interest earned | First youâd want to make sure you have a category on your categories sheet for âsocial securityâ then youâd want to make sure that the transactions associated with that income are flowing into Tiller. Be sure the account is connected to Tiller and linked to your spreadsheet. Then youâd categorize those transactions as âsocial securityâ |
| is there a template that tracks credit card info specific - for example, line of credit, current balance, apr, minimum payoff etc? | That would be our Debt Payoff Planner: How to use Tiller to get out of Debt | Tiller Help Center |
| can we update the budget now or do we need to wait until 2026? | Yes you can do that now How do I get my budget ready for the new year? | Tiller Help Center |
| Do you have any guidance on how/when/why to (not?) use google sheets version history? | You can use the version history anytime it seems necessary. The fills are compatible with version history and will pick up with where they left off. |
| Iâm still not really seeing how if I have a $50 monthly budget where I can see in June how much we have left in that category | If you want to see accrued savings for a particular category youâd want to use the Savings Budget community-supported template. Docs: Savings Budget sheet |
| I also add in investment/brokerage accounts but I havenât figured out how to categorize the info and transactions. Are there blogs/tips about viewing/reporting normal categories vs investment. Or should I have separate spreadsheets and separate reports? | I believe there is some good content here in the community about that. We donât have any official guidance. I generally just categorize everything related to investments as a transfer, but I also have a really simple situation. |
| I donât see the option for AI suggest for categorization. Do I need to sign up for Beta? ETA when it will roll out to all? | This is likely a bug and youâd need to start over in a new sheet to get access to the AI Suggest feature until we can fix that (hopefully in the next 2-3 weeks, though this is a slower period for our team with the holidays coming up) |
| Hmmm, it seems i deleted or broke my budget data. how to resotre? | Iâd recommend reaching out to support via chat and sending screenshots of what you mean by âbrokenâ so they can point you in the right direction. |
| My question disappeared on my end. Were you able to capture it? RE: Requesting switching from Yodlee to Plaid on my Credit Union connection? - connection has been down for 3+ months now and have been working with Tiller Support team. Most recently Brittany. |
Your query will be addressed in the thread or please send in a new message for support and connection specific queries. You can send a new message using the blue chat widget in the lower right corner of your Console at https://my.tiller.com or write to support@tiller.com. Thank you. |
| Will you create a print report feature in the future? For example if I want to just see what I spent for Travel in a given year, including the subcategories, with totals? | You can use the built in printing features in Google Sheets or Microsoft Excel  |
| Has there been any progress in the description name and categorizing of Amazon transactions? | No progress here from a supported feature perspective. |
| how do I then SUM the amounts of a filtered category? | Once youâve filtered your Transactions sheet to show just one category, if you select all the cells in the Amount column youâll be able to see the SUM in the bottom right of the spreadsheet. Iâd also recommend just referencing the Simply P&L or Yearly Budget to get the sum. |
| How do I find the hide from report column on the Categories sheet? I have scrolled right and left on the sheet and the is no hide from reports column | There is a âHide from Reportsâ column on the Categories sheet, select the dropdown and choose âHideâ for the category you wish to exclude from reporting. |
| Whatâs the quickest way to see (and then fix) all of your uncategorized transactions from throughout the year? | Filter the Transactions sheet by âCategoryâ where âblankâ. [GSheets |
Thank you and welcome!