What it does
Tiller brings account transactions and balances into Google Sheets or Microsoft Excel. Its Foundation Template combines categories, AutoCat rules and monthly and yearly budgets. The service is designed for US customers and costs US$99 a year after a 30-day trial, with applicable sales tax.
In the Foundation Template, budget amounts belong on the Categories sheet. The following months inherit those amounts, and the Monthly and Yearly Budget views compare them with categorized transactions.
A change to a later month also cascades to subsequent months, so edit deliberately when planning a temporary cost. For example, if a holiday increases July's allowance but not August's, adjust the later month as well. The budget year can start in a chosen month. AutoCat rules reduce repeated categorization work, while the spreadsheet remains available for your own analysis.
From connected accounts to a filled spreadsheet
Sign up with a Google or Microsoft account and add a payment method for the trial. In the Tiller Console, use Add Accounts, then link the connected accounts to your spreadsheet. One subscription supports up to five linked spreadsheets.
Account data normally refreshes about daily. In Excel, use Fill in the add-in sidebar to bring refreshed records into the workbook. Some Google Sheets setups also use that button. Only cleared transactions are imported, so a pending card purchase will not yet appear.
Cost and bank coverage
The trial lasts 30 days, after which the annual US$99 subscription is charged unless cancelled; applicable sales tax is extra. Manage the subscription through the Console's Subscription area.
Tiller does not connect to EU or UK banks. It also does not troubleshoot unreliable international connections, including Canadian institutions.
Strengths
- One subscription works with both Google Sheets and Microsoft Excel.
- Manual imports can sit alongside connected-account data.
Watch out for
- Bank feeds exclude pending transactions.
- EU and UK bank connections are unavailable, and international connection problems are not escalated.
- Budget changes cascade into following months unless you change those cells.
Best for
- US households that want personal finance automation in a spreadsheet
- Spreadsheet users comfortable reviewing categories and adjusting formulas
Sources
- What is the Tiller Foundation Template? | Tiller Help Center (Oct 25, 2026)
- Tiller Foundation category budgets and monthly or yearly views (Oct 27, 2026)
- Tiller annual subscription and 30-day trial (Oct 27, 2026)
- Tiller refresh timing, cleared transactions and spreadsheet allowances (Oct 27, 2026)
- Tiller bank support and international restrictions (Oct 27, 2026)