The Tiller Simple Business Spreadsheet template includes the following sheets upon creation from your Tiller Console.
Set up your business income, expense, and transfer categories and groups. All categories must have a type assigned: Income, Expense, or Transfer.
The business dashboard sheet provides headline insights about your business’ income and expenses as well as account balances, cash flow, and easy to understand category and group level charts fueled by your automated transaction data.
The Transactions sheet is a register of all transactions for any account that you’ve linked to this Tiller spreadsheet. You can directly edit the data that’s in the sheet other than the column headers (row 1) and the tab name itself (Transactions).
You’ll notice hidden columns to the right of column J that contain more data. You can add columns to this sheet by inserting left or right of any existing column.
The Category column uses data validation that is pulling in the list of categories from your Categories sheet. If it breaks (e.g. doesn’t pull in a new category you’ve added, or the dropdown disappears) you can use these steps to fix it.
Tiller’s Feedbot will keep this sheet up to date with your linked accounts. But, you can also add manually add data for unsupported accounts or for reconciliation later.
The left side area of this sheet is the Accounts Linked to Tiller area which displays a list of the accounts that are linked to the Tiller sheet from your Tiller Console. It offers a few configurable data points like whether any of the accounts should be hidden from the Balances area of the Dashboard and a Class Override option in case the class (asset or liability) of any account isn’t accurate.
The right side area of this sheet is the Manually Entered Accounts, which allows you to enter and track accounts that are not linked to your Tiller spreadsheet from the Console. Enter the details and then select save from the dropdown above the table to have the account information added to balances area of the Dashboard.
The Accounts sheet is a standard Tiller template sheet. Read more about it on our help center.
The Balance History sheet is where the balances are recorded that Tiller pulls in for your linked accounts as well as balance data you manually save via the Accounts sheet. You'll notice multiple entries per day for your account balances corresponding to each time the Tiller Feedbot pulls in your latest data from the database.
The Balance History sheet is a standard Tiller template sheet. Read more about it on our help center.
The Statements sheet allows you to list out your account statement details such as starting balance and total withdrawals and deposits, so you can reconcile your transactions against the statements.
Use the setup sheet to personalize your Simple Business template to your business. You can add your own logo, address, and business name. These fields will be used throughout the spreadsheet, including in dashboards and reports.