Tiller launches new personal finance service for Excel, partners on exclusive offer for Microsoft 365 subscribers

Tiller’s personal finance service now offers a full suite of tools to help customers manage their financial lives with the power of Microsoft Excel

SEATTLE, May 31, 2022–(BUSINESS WIRE)–Today, Tiller announced full support for Microsoft Excel, providing a complete personal finance service based on the industry-leading spreadsheet software.

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Monthly budget sheet in the Tiller Foundation template for Microsoft Excel. (Photo: BusinessWire)

Tiller’s recently updated service connects 21,000 banks to Excel and imports daily financial data with the click of a button. Clients can easily track their daily expenses, account balances, budgets, and net worth in their Excel workbooks without data entry or logging into multiple accounts.

Working with Microsoft, Tiller is offering Microsoft 365 customers a special 60-day trial of the service.

Additional personal finance features exclusive to Tiller include pre-made templates, daily account update email, community of users, and top-notch customer support. This summer, Tiller will launch AutoCat, the first fully customizable automatic transaction categorization engine for Excel.

“Tiller welcomes all Microsoft 365 subscribers,” said Peter Polson, CEO of Tiller. “With full Excel support, our customers can more easily manage their money, their way, with all their up-to-date accounts in one place, flexible reporting, customizable categories, and uncompromising privacy. We We’re sure Excel fans will fall in love with Taller.”

Register with Tiller

Microsoft 365 subscribers can claim their 60-day extended free trial of Tiller by following a link in Microsoft’s email announcing the offer. Eligible users must be based in the United States and have an active Microsoft 365 subscription. This offer is exclusively available to Microsoft 365 subscribers.

ABOUT THE BAR

Tiller is the only automated personal finance service built on Microsoft Excel and Google Sheets, combining the simplicity of an app with the power of spreadsheets. Tiller offers customers a clear view of all their finances in one place, flexible templates, a vibrant user community, US-based customer support, strict privacy, and no ads.

The Tiller team is driven by a mission to help people gain greater confidence and control over their financial lives, guided by the belief that money matters because life matters more.

See the source version on businesswire.com: https://www.businesswire.com/news/home/20220526005011/en/

contacts

For more information just press:
Peter Polson, Tiller, (206) 669-0130, peterp@tillerhq.com

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