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Tiller Money

Features
Ease of use
Ease of management
Quality of support
Affordability
Market presence
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Pricing from
$79 per year
Free Trial
Free version unavailable
User corporate size
Small
Medium
Large
User industry
  1. Banking and insurance
  2. Public sector and nonprofit organizations
  3. Accommodation and food services

What is Tiller Money

Tiller Money is a personal finance tool that automatically imports bank and credit card transactions into spreadsheets. It is designed for individuals and households that want to budget, track spending, and build custom financial reports using Google Sheets or Microsoft Excel. The product combines a transaction aggregation service with prebuilt spreadsheet templates and rules-based categorization. It differentiates from general-purpose spreadsheet suites by focusing on automated financial data feeds and finance-specific spreadsheet workflows.

pros

Automated transaction-to-spreadsheet sync

Tiller Money connects to supported financial institutions and pulls transactions into a spreadsheet on a scheduled basis. This reduces manual CSV exports and copy/paste work compared with using spreadsheets alone. The approach fits users who prefer spreadsheet control but want automated data ingestion. It also supports ongoing refreshes so reports can stay current without rebuilding imports.

Works with Excel and Sheets

The product supports both Microsoft Excel and Google Sheets, letting users stay in familiar spreadsheet environments. This can simplify adoption for spreadsheet-centric workflows and reduce the need to learn a separate budgeting UI. It also enables users to leverage existing spreadsheet features (formulas, pivot tables, charts) for custom analysis. Cross-platform support can be useful for households or teams that standardize on different office suites.

Finance-focused templates and rules

Tiller Money provides budgeting and reporting templates tailored to personal finance use cases. It includes categorization and rule mechanisms to help standardize transaction labeling over time. These features can accelerate setup compared with building a financial model from scratch in a blank spreadsheet. Users can still modify templates to match their own chart of accounts and reporting preferences.

cons

Not a general spreadsheet suite

Tiller Money depends on Google Sheets or Microsoft Excel rather than replacing them. It does not provide broad collaboration, document management, or office productivity capabilities beyond the finance-specific add-on. Organizations looking for an all-in-one spreadsheet platform with native app features may find the scope narrow. Its value is primarily in financial data automation and templates.

Bank connectivity can vary

As with most account-aggregation-based tools, data availability depends on supported institutions and the reliability of third-party connections. Some banks may require periodic re-authentication or have connection interruptions that delay updates. This can create gaps that users must troubleshoot or backfill manually. The experience can differ by institution and security settings.

Requires spreadsheet proficiency

While templates help, users often need comfort with spreadsheets to customize categories, formulas, and reports. Complex budgeting scenarios may require manual adjustments and ongoing maintenance. Users expecting a guided, app-first budgeting experience may find the workflow more hands-on. Spreadsheet-based models can also become harder to manage as they grow in complexity.

Plan & Pricing

Plan Price Key features & notes
Annual $79 per year (billed annually) 30-day free trial; card not charged until end of trial; cancel anytime; includes Tiller automation for Google Sheets & Microsoft Excel, daily finance feeds, templates, and support (as described on Tiller's site).
Monthly $12.95 per month (billed monthly) 30-day free trial; card not charged until end of trial; cancel anytime; same feature set as Annual plan.

Seller details

Tiller, Inc.
Seattle, WA, USA
2015
Private
https://www.tillerhq.com/
https://x.com/tillermoney
https://www.linkedin.com/company/tiller-money/

Tools by Tiller, Inc.

Tiller Money

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