How to Automate Your Tiller Transactions With Grok Bot and Google Sheets
Set up a Tiller-shaped workbook, keep AutoCat for merchant rules, and use the bot for a read-only review of what changed since the last check.
Grok Bot · Tiller · Google Sheets
Practical, tested workflows with Grok Bot, Tiller, and Google Sheets. You keep your bank connections in Tiller. The bot reviews a read-only copy of the sheet and reports what is new, missing, duplicated, or unmatched â it does not move money or rewrite your records.
Tutorials
Every screenshot and figure uses synthetic demo data â never a live Transactions tab.
Set up a Tiller-shaped workbook, keep AutoCat for merchant rules, and use the bot for a read-only review of what changed since the last check.
Flag new, late, missing, and duplicate deposits against a schedule you define. Late and missing flags are suppressed when the Tiller feed looks stale.
Match an outflow on one account to an inflow on another, mark confirmed vs probable pairs, and keep internal transfers out of income and expense totals.
Banking Automation
Bank connections, Direct Fills, balances, and AutoCat. HowItCodes does not replace Tiller or ask visitors to connect a bank or upload statements on this site.
On a schedule you control, it reads a private export or a read-only pull, applies deterministic rules, and writes a private report. The first run is a baseline, not an alert storm.
Reconciliation
Pairs are confirmed when descriptions or a shared reference agree, and probable when the amount and date window line up uniquely. Ambiguous splits go to manual review. Unmatched lists only include legs that actually look like transfers, so a catch-all âTransferâ category does not dump the whole register into the report.
Financial Monitoring
New deposits are keyed on Transaction ID and Date Added. Expected deposits use an amount tolerance and a date window. Missing and late flags stay quiet when Accounts Last Update is stale. Refunds, reversals, and pending vs posted are reported when the export supports them.
Templates
The toolkit is a Tiller-shaped workbook, sample AutoCat rules, an expected-deposits schedule, tested prompts, and setup notes. It is demo data only. Do not paste live transactions into a file you plan to publish.
AI Tools
Prompts in the toolkit were run against a synthetic sheet first. The bot is instructed not to write to the spreadsheet and not to move money. Write-capable Tiller connectors are out of scope for these workflows unless you separately decide that is safe.
Archive
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