Thanks for joining this week’s webinar and for asking so many awesome questions. Below is a replay of the presentation, links to resources mentioned, and answers to the questions that were asked during the session.
Next week’s session will go into detail on categories. If you haven’t signed up yet, you can do so here.
Access the replay here
Access last week’s session here
Resources
Foundations guide
Transactions sheet columns
Customizing Categories
Splitting Transactions Between Multiple Categories
Budgeting in the Foundation Template
Understanding the Balance Sheet
Direct Fills vs. Sidebar Fills
Tiller Money Feeds for Google Sheets
Tiller Money Feeds for Microsoft Excel
Q&A
| Question | Answer |
|---|---|
| Can I change the name of an account | Yes, you can change the name of your accounts from your Tiller console. Please see here for more information: How to Rename an Account Connected to Tiller | Tiller Help Center |
| Can we add the extension within Safari or only Google Chrome? | You can install the Tiller Money Feeds Google add-on in Safari or other browsers but we have found it works best in Google Chrome. |
| Can we change the names of the group names? For example, from LIVING to FAMILY? | Yes. 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. |
| Do we have to add the extension in order for the automated population to work? Just want a better idea of what I have to do and why. | There are two steps to getting new bank data into your spreadsheet: Refresh - our data provider connecting to your banks to pull new data from your account into our database Fill - the update of new data into your spreadsheet after a refresh. You need to have the Tiller Money Feeds add-on or add-in installed to fill your sheet (if you have sidebar fills for your sheet). Tiller is working to introduce a new way to automatically fill data into Google Sheets, learn more here Direct Fills vs Sidebar Fills | Tiller Help Center . |
| Does the spreadsheet take a snapshot of the budget each month or does it only look at the current budget? (i.e. If you look at past spending trends, it will compare to the current budget) | Budgets are set on a monthly basis and the transactions that occurred during that month will be compared to the budgets you have set, so yes, you will be able to view a snapshot of a previous month’s budget and spending even if the current month’s budget is different. |
| for the monthly budget tab, can i see 2 months compared side by side, say Dec 25 vs Dec 24? | This view is not currently supported in the foundation template. Perhaps the Net Worth tracker is a good tool for such a comparison, you can learn more about that here: Docs: Net Worth Tracker |
| how should credit card payments be categorized? I’ll have one showing the payment to the card company, and the offsetting transaction from the bank where the payment came from | We suggest categorizing as Transfers. We have a guide with use cases, such as credit card payments ,here Understanding Transfers | Tiller Help Center |
| I have two questions: 1. can the monthly budget be presented as a P&L or could we insert an additional sheet to represent P&L; 2. are we able to see prior years activity or do we need to create a new spreadsheet for each year? | We have a simple P&L template available. See the guide here. Using the Simple P&L Template | Tiller Help Center We can typically import up to 90 days worth of transactions when an account is linked to Tiller, any other data you can manually import Manually Add Data to Your Tiller Spreadsheet | Tiller Help Center . You don’t have to start a new year in a new sheet. We have a guide here How do I get my budget ready for the new year? | Tiller Help Center and a recent webinar we did on this Webinar Replay: Get Ready for 2026: Build Strong Financial Foundations with Tiller |
| I realize that Tiller is mainly for personal finances, but to adapt it ti business is that relatively simple to do to connect with other business software like Quickbooks? | �Tiller does not integrate with Quickbooks but we do have a guide on how to best use Tiller for small businesses. Check that out here: How to use Tiller for a Small Business | Tiller Help Center |
| I think I meant to ask if I can change the name of a linked spreadsheet | Yes. see the guide here How to Rename a Tiller Spreadsheet | Tiller Help Center |
| On the Transactions tab, can columns be inserted within the spreadsheet or do they needed to be added at the end to prevent breaking links within the workbook? | You can insert columns in any place, you just need to be aware of any formatting that may be inherited depending on where you insert it. Also be careful not to rename any columns (change headers) especially for core ones as that’s how Tiller Money Feeds identifies where to pull in data. Here is a guide on supported Transactions sheet columns, core and optional, for your reference Transactions Sheet Columns | Tiller Help Center |
| The automated Descriptions are sometimes unhelpful. (e.g. rather than Target x 1545 I’d like to note what I purchased.) What is the best practice? Edit the Description directly? Create a new field? I don’t want to lose the original Description. | If you don’t want to lose the original description you can make use of a Note column for which there is support on the Transactions sheet. See the guide here Transactions Sheet Columns | Tiller Help Center . |
| What is a manual feed? | If you mean a manual account, this is a feature in case your institution is not supported with automated data feeds. Tracking balances for manual accounts | Tiller Help Center |
| when you manually add a transaction, what happens when this transaction is pulled from your linked accounts? | We do not recommend manually adding transactions for connected accounts as this leads to duplicates. The add-on doesn’t have a way to automatically match and merge (reconcile) manual transactions that you’ve added when Tiller brings them in via a connected account. |