What should I do if I click "Use template" and get an endlessly spinning circle?

If you’re clicking “use template” and getting stuck there try the troubleshooting steps in the guide below.

Review our guide on feeding data to the foundation template.

Where can I find the AutoCat sheet?

You can install and run AutoCat using the Tiller Money Feeds add-on.

Learn more about AutoCat.

Which sheets are default and required in the Foundation template?

The Foundation template has the following sheets by default. Any other tabs in your Google Sheet likely came from the Tiller Community Solutions add-on and are supported by our team in the Tiller Community.

  • Insights

  • Transactions

  • Categories

  • Monthly Budget

  • Yearly Budget

  • Balances

  • Accounts (hidden by default)

  • Balance History (hidden by default)

Where do I set my budget amounts for categories?

Budget amounts are set on the Categories sheet in the respective month column. 

Why aren't my budget amounts cascading across to the right?

Sometimes if you insert a row into the Categories sheet or accidentally edit the default rows this can break the "cascading budgets" feature. You can read more about this feature and how to reset it here.

Why aren't my category totals showing up on the Categories sheet?

The month columns on the Categories sheet are where you set budget amounts. Review the Yearly Budget tab for actuals per month or install the Monthly Analysis sheet from the Tiller Community Solutions add-on for more granular monthly tracking insights. 

Why don't I see my budget or actual amounts on my dashboard?

If you’re not seeing budget or actual amounts on your Monthly Budget or Yearly dashboards for any category double check that you’ve entered budgets on the Categories sheet starting in Column E.

If you’ve entered budgets into Column E, double check that the word “Category” is present in row 1 on the Categories sheet at the top of the Category column and that the words “Category” “Date” and “Amount” are present in row 1 on the Transactions sheet for those columns.

If these header keywords are missing the dashboards’ formulas can’t find the correct columns in the referenced sheets to pull the data in.

If all the headers are still correct, or you're just seeing missing amounts for some categories, try reformatting your Amount column in the Transactions sheet as currency $.

  1. Select the column header letter at the top to select the entire column

  2. Open the Format menu

  3. Choose Number > Currency

  4. If you get a "heads up" warning, just click OK

If you inserted columns into your Categories sheet this can also break other dashboards "downstream" of the Categories sheet. You may need to remove the extra columns or restore your sheet to a previous version before you made the edit.

Why is there a REF error on my budget dashboard?

Most often these errors appear because a direct edit was made to the dashboard (e.g. you tried to set the budget amounts in the budget column directly in the dashboard). You can easily correct these errors by clearing the contents of the cell referenced in the error. For example, in the screenshot below the the error indicates there is text in cell F20 that is preventing the formula from expanding that displays the data. After clearing the manual entry in F20 the error should go away and the dashboard should resume working. 

If that doesn't help, you can try restoring the dashboard using the Tiller Community Solutions add-on under Managed Solutions in the sidebar. 

Why is there a FILTER mismatch or no matches found error on my budget dashboard?

If you notice that your budget dashboard seems broken and you get the following error double check that the "Hide from Reports" column still exists on your Categories sheet. You may also see a "No matches are found in FILTER evaluation" error if you have renamed the Categories sheet. Be sure it's spelled correctly "Categories"

Why are some areas of my insights sheet now blank?

Sometimes this happens when you restore the Accounts sheet using the Tiller Community Solutions add-on. The best way to fix it is to restore the Insights sheet using the Tiller Community Solutions add-on. 

  1. Install or open the Tiller Community Solutions add-on (Open from the Add-ons or Extensions menu at the top of your Google Sheet).

  2. Choose Managed Solutions in the sidebar

  3. Click Quick Insights 

  4. Choose Restore or Upgrade Sheet

  5. Choose to Overwrite Existing

If that doesn't fix your Insights sheet reach out to support@tillerhq.com to let us know.

Why isn't one of my categories showing in the dropdown list?

Sometimes the data validation (dropdown menu) breaks in the Transaction sheet when you insert a row at the bottom of the Categories sheet. You can use this guide to help you reset it.

Can I include more than 12 months in my budget?

The Tiller Foundation template supports multi-year budgeting (by adding more month columns to the Categories sheet - steps linked below), but you can only visualize a 12 month period on the Yearly Budget sheet. 

Review the steps for setting up your Foundation Template to support multi-year budgeting.

How can I use the Foundation Template for envelope budgeting?

The Tiller Foundation Template does not support envelope or zero-sum budgeting. If you prefer that budgeting method we recommend testing out the Savings Budget from the Tiller Community.

Read more and get support on the Tiller Community

Why is my Balances sheet blank?

If you're not seeing accounts and balances on the Balances sheet double check that the Accounts sheet is still present in your Foundation template. If you find that the Accounts sheet is missing (View menu > Hidden Sheets), follow these steps:

  1. Delete the Balances sheet (right click the tab to delete)

  2. Install or open the Tiller Community Solutions add-on (Open from the Add-ons or Extensions menu at the top of your Google Sheet).

  3. Choose "Add a solution" in the sidebar

  4. Click "Balances"

  5. Choose "Add to spreadsheet"

This will re-install both the Balances and Accounts sheets.

Where can I find the Accounts sheet?

The Accounts sheet, where you can configure groups to organize your accounts or set a class override if it’s being pulled in with the wrong class is hidden by default. Simply unhide the sheet by opening the view menu at the top of the Google Sheet and choosing “Hidden Sheets” to select Accounts.

Why am I getting a "spreadsheet not compatible" message?

You may get this message if you try to run the Tiller Budget (via the Tiller add-on) setup process in the Foundation Template. These budgets are not compatible with each other. 

Read a more comprehensive comparison of the two budgets over on the Tiller Community here.

You might also get a spreadsheet not compatible message in the Tiller Money Feeds add-on, specifically about the Transactions sheet, if you have accidentally deleted the word "Date" in the Transactions sheet. You can simply re-type the word "Date" into the header row and reload the Tiller Money Feeds add-on to fix this issue. 

Finally, some community solutions are not compatible with certain versions of sheets You may notice that some solutions are listed in the Incompatible solutions section of the Tiller Community Solutions add-on when trying to Add a Solution. 

Learn more about incompatible solutions in the Community Solutions add-on.

How can I track my net worth or debt payoff in this template?

You can add solutions for net worth tracking, debt payoff, and much more using the Tiller Community Solutions add-on.

Learn more and get support for the Tiller Community Solutions add-on in the Tiller Community

Can I change the date format or spreadsheet's location setting?

The Foundation template is built specifically for United States date format (mm/dd/yyyy) and United States spreadsheet locale settings. If you change the spreadsheet settings to use a different location or date formats in the template your other dashboards may not calculate amounts in the correct periods.

Why is there a red triangle/invalid error next to my category?

The red triangles in the upper right of the category cell on the Transactions sheet with the error "invalid: data must fall within specified range" indicate that the category, as it's displayed in the cell on your Transactions sheet is no longer in the list on the Categories sheet OR the range for the data validation rule has been altered so it falls outside the list's range.

Read more about how to fix it here.

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