Out of the box the Tiller Foundation Template offers one year of budgeting via the columns in the Categories sheet. Use the below steps to add an additional 12 budgeting months to your Foundation Template.

📺 Demo video below

Set up your 12 additional months

  1. Open your Tiller Foundation Template

  2. Navigate to the Categories sheet

  3. Select column E and hold the shift key and then select column P. This assumes that column E is the first month you have set and P is the last month you have set.

  4. Right click and choose “Insert 12 right” to insert 12 blank columns to the right of the current budgeting year’s month columns. 

  5. Use the quick fill square to pull and fill the contents of the month for the last year into the 12 blank column headers. This should create 12 new budget months. The budget months should be formula driven and look like this =eomonth(E1,0)+1 where E1 in the formula is the previous month's cell.

Set up your budget target auto filling

This allows for rapid budget filling when you fill in the budget amount for the first month it will cascade to the right.

  1. Use the quick fill square to pull and fill the contents of your category budgets for the first category in your list from left to right. If you want to start fresh with new budget amounts for the year, see the steps below.

  2. Hold shift and select all the cells for the 12 new months for the first category (that you just filled across to the right). Hint: you can select the first one, hold shift, and select the last one to the far right and it will select all 12. 

  3. Use the quick fill square to fill the formulas down to all your category budget rows for the new year.

  4. Optionally: hide columns from the previous year when the new year starts so those don’t get in the way. Click the column header letter for the first month you want to hide, hold shift, and then right click the last month you want to hide and select the "Hide columns ... " option.

  5. Plan out your budget for the new year by entering budget amounts into the cells for each category in the new months.

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