Tiller Money

About this Tool

Tiller Money is an AI-powered personal finance platform that automatically pulls your banking and investment data into Google Sheets or Microsoft Excel. Its AI categorizes transactions, builds budgets, and provides templates for comprehensive financial tracking in the familiar spreadsheet format.

Tiller’s AI-powered transaction categorization learns your spending patterns over time. The AutoCat feature automatically categorizes recurring transactions, saving significant time for power users who want full control over their financial data.

Key Features

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Google Sheets & Excel Integration

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AI Transaction Categorization

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AutoCat Automation

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Budget Templates

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Investment Tracking

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Net Worth Tracking

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Customizable Dashboards

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Financial Community Templates

📋 Scripts & Prompts for Tiller Money +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

📄 Template

Build My Personal Budget & Zero-Based Spending Plan

Beginner ⏱ 15 min

You are a certified financial planner. Create a complete zero-based budget for me. Monthly take-home income: [INCOME] Fixed monthly expenses:…

Monthly take-home income

Fixed expenses

Variable expenses

Debt payments

Financial goals

📄 Template

Debt Elimination Snowball + Avalanche Hybrid Plan

Beginner ⏱ 10 min

You are a debt specialist. Create my complete debt elimination plan. Debts I owe: [DEBT_LIST] (name, balance, interest rate, minimum…

Your debts (name, balance, rate, min payment)

Extra monthly payment

Your priority

💬 Prompt

Design My Investment Portfolio â€” Any Goal

Intermediate ⏱ 12 min

You are a fee-only fiduciary financial advisor with expertise in portfolio construction. Design my investment portfolio. Investment goal: [GOAL] (retirement…

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💬 Prompt

AI Tax Optimization Strategy

Intermediate ⏱ 15 min

You are a CPA and tax strategist. Identify every legal tax optimization strategy for my situation. Filing status: [STATUS] Employment…

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📄 Template

Fine Tuning

Intermediate ⏱ 10 min

Sometimes no matter what tricks you throw at the model, it just won’t do what you want it to do.…

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