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.

Joined: October 25, 2017
Articles: 109

Tiller Tips and Updates

Detailed Tips for Moving Your Mint Data to Tiller

Importing Mint Data into Your Tiller Powered Spreadsheets

Quick and easy steps to get your Mint.com data into a Tiller-powered spreadsheet.

Heather Phillips
February 5, 2024
4 Comments

Budgeting, Tiller Tips and Updates

How To Prepare Your Tiller Spreadsheet Budget for a New Year

Here are a few simple, optional steps for optimizing your Tiller spreadsheet budgets for a new year.

Heather Phillips
December 31, 2023

Money Management

Live Webinar: Optimizing Your Tiller Spreadsheets for 2024

Join us for a free, live webinar that shows you how to prep your Tiller-powered spreadsheets for the year ahead.

Heather Phillips
December 4, 2023
7 Comments

Tiller Tips and Updates

Welcome to Tiller from Mint – Live Video Webinar With Q&A

Moving to Tiller from Mint, or curious about making the switch? Join a free, live webinar to see how to get started fast and customize Tiller to manage your money, your way.

Heather Phillips
November 21, 2023
8 Comments

Tiller Tips and Updates

Tiller announces open banking support for Fidelity

We're excited to announce that the open banking connection for Fidelity Investments and many other Fidelity serviced sites will go live on Thursday, November 9th. This includes many employer 401k investment sites serviced by Fidelity.

Heather Phillips
November 8, 2023
21 Comments

Tiller Tips and Updates

Learn the Basics of Tiller with a Free Foundations Webinar

Tiller is hosting a free Foundations Webinar on Tues, 11/08/23. Learn how to use Tiller to automate your financial life in Google Sheets and Excel, plus the basics of the Foundation Template.