GETTING STARTED
Your Financial Picture. In Minutes.
Connect your data. See what matters. Make smarter decisions.
⚡Quick to set up🔒Your data stays yours▥Real insights, right away
1
Connect
Your Data
You're up and running
in minutes.
in minutes.
Connect your Tiller-powered Google Sheet and Dollar Insights does the organizing.
- No account required
- Read-only connection
- Processed in your browser
- Disconnect anytime
Your Google Sheet
(Read-only)
(Read-only)
➜
⚡ Sync
Data
Manage your data connection and import history
⭐
Your Data is Ready
2,013 transactions · Last sync Sep 27, 2026
● On pace — you usually sync every 21d
2,013 transactions · Last sync Sep 27, 2026
● On pace — you usually sync every 21d
🔒 Your data stays yours. | Processed locally in your browser | No financial data stored on our servers
2
See Your
Financial Picture
Your numbers come to life.
Get a clear snapshot of your income, spending, savings and net worth — all in one place.
Income vs. Expenses
Income vs. expenses
Apr – Sep (6 months)$10,998
Avg income$9,008
Avg expenses
Avg income$9,008
Avg expenses
Net Worth Trend
Net worth trend
Nov 2024 – Oct 2026−$51,635
Current+$24,369
YTD
Current+$24,369
YTD
Your Spending
Housing $36,620
Savings & Investing $18,000
Personal $12,634
Food & Dining $10,594
Transportation $3,522
Savings & Investing $18,000
Personal $12,634
Food & Dining $10,594
Transportation $3,522
SAVINGS RATE - THIS PERIOD
19.7%
↓ 9.1 pts vs your 12-month average of 28.8%3
Discover
What Matters
AI-powered insights
highlight what's important.
highlight what's important.
Find trends, changes and opportunities so you can focus on what matters.
↗ What Changed?
↑
Income increased 12%
compared to last month
compared to last month
↓
Dining out is 29% higher
than your 3-month average
than your 3-month average
↑
Savings rate improved
by 5.4 percentage points
by 5.4 percentage points
✦ What Matters?
◉
19.7% savings rate is below your 12-month average of 28.8%
▣
$316 average daily spend this period
✦
$5,000 largest item this period
💡 Why It Matters
🍴
Your spending on restaurants has increased, impacting your savings goal.
◎
You're on track with your budget overall.
▥
Your net worth is up $24,369 this year, driven by investments.
4
Make Smarter
Decisions
Once your data is connected, every page of Dollar Insights is open to you. There's no required order — go where your curiosity takes you.
Choose where you want to startEach preview reflects the type of information you'll see inside Dollar Insights.
Overview
See the big pictureA financial snapshot of income, expenses, accounts, budgets and spending.Analyzing
Understand your trendsCompare periods, spot changes and see how your financial patterns are moving.Accounts
Know where you standTrack balances, assets, liabilities and net worth across all of your accounts.Budgeting
Stay on trackCompare actual spending with your budget and quickly identify exceptions.Spending
See where it goesBreak down monthly spending, categories and the areas driving changes in your expenses.Planning
Look aheadUse historical trends and projections to understand where your finances may be headed.Data
Keep your data healthyCheck transaction coverage, validation status, sync activity and data history.