Manage money together: Introducing secondary users in Tiller

Managing money is rarely a solo activity.

For many of us, it’s something we do alongside a partner, spouse, or a family member. Customers have always collaborated in their spreadsheets. Today, we’re super-powering that collaboration.

Built for real-life money conversations

We’ve heard from customers for years about the need to collaborate more easily in Tiller. Until now there was no ability to allow someone to fill the sheet for you, run AutoCat, or take advantage of all the features that Tiller and the Tiller Money Feeds add-on offer. 

Secondary users are our answer to that.

With secondary users, you can invite someone you trust who isn’t already a Tiller user to join your Tiller account. Once they’ve accepted your invite they’ll have easy access to a refined set of Tiller-specific features so you can more easily work with your financial data together.

secondary users setting on the Tiller Console

Secondary users will have access to many of the features in the Tiller Console as well as all of the features in the Tiller Money Feeds sidebar with their own login. 

Whether you manage money jointly or just want another set of eyes on your numbers, this feature is about making collaboration feel natural — not complicated.

Designed with care (and your feedback)

This feature has been one of the most frequently requested over the years, and we wanted to get it right.

As with everything in Tiller, our goal wasn’t just to “add access,” but to do so in a way that:

  • respects trust and boundaries
  • supports different collaboration styles
  • fits naturally into how people already use their spreadsheets

We’re incredibly grateful to the customers who shared use cases, feedback, and patience as we worked toward this release. Your input helped shape what’s available today.

Click here to learn more about how to add your first secondary user.

We’re excited to see how you use this to bring more clarity, alignment, and shared understanding to your financial life. 

If you have questions, feedback, or run into issues, feel free to chime in via the community thread or write to us in support via chat on the Tiller Console at https://my.tiller.com

Heather Phillips

Heather Phillips

Heather comes from a background of user experience design & customer support. She loves helping others learn, explore and discover better ways to use applications and products that improve their lives. When she’s not coaching customers on Tiller best practices, tweeting or writing blogs, she’s probably at a yoga class, out for a hike in the Blue Ridge, or off volunteering for a variety of non-profits.