Where can I find a getting started video?
Access our getting started video for Microsoft Excel and the Foundation Template here on YouTube.
Where can I access the Foundation Template?
You can download a copy of the Tiller Foundation Template for Microsoft Excel using this link.
Where can I find the AutoCat sheet?
You can add the AutoCat sheet to your Foundation Template for Microsoft Excel by clicking the "Install AutoCat" button at the top of the Excel add-in. Learn more about how to use AutoCat here.
Which sheets are default and required in the Foundation template?
The Foundation template has the following sheets by default.
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. When you enter budgets into column E the amount will cascade across to the right.
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 are my actuals doubled for my income on the Yearly Budget?
You might see the actuals amount for your income doubled on your Yearly Budget sheet if you're using a group called "Income" for your income type categories. Try changing your group name from "Income" to "Primary Income" or something else to correct the issue. The actuals formula doesn't work properly because the group name is the same as the income type.
Why aren't my category spending 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.
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 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.
Make sure you didn't change the name of the tab from Transactions and/or Categories. Those tabs need to be named appropriately in order for the dashboards to work.
Make sure that you have a Group and Type assigned to all categories on the Categories sheet and that you're only using one Type per group. E.g. you can't have both income and expense categories in the same group.
If you inserted columns into your Categories sheet this can also break other dashboards "downstream" of the Categories sheet. Try deleting those columns to see it if helps.
If you're seeing a #NAME? error on the Monthly and Yearly Budget sheets review this information.
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), but you can only visualize a 12 month period on the Yearly Budget sheet.
How can I use the Foundation Template for envelope budgeting?
The Tiller Foundation Template does not support envelope or zero-sum budgeting.
My Category is missing from the dropdown on the Transactions sheet
Sometimes if you insert rows above row 2 in the Categories sheet or skip rows at the bottom of the Categories sheet the dropdown doesn't include your new categories.
Why do I see a #NAME? error on my monthly/yearly budget sheet?
Click in the cell where you see the #NAME? error and review the formula.
If the formula has _xlfn. in it that means that the version of Microsoft Excel you're using does not support the features and formulas of the Tiller Foundation Template for Microsoft Excel.
The template expects that you're using Microsoft Excel installed from a Microsoft 365 subscription. If you purchased a standalone license to Excel these versions are not supported so you will need to upgrade your version of Microsoft Excel by subscribing to Microsoft 365.
If you are using a version of Excel installed using a Microsoft 365 subscription try running Office update until you've installed all updates for Excel.
Why are my Transaction dates not formatted as dates?
If you link a blank workbook to the Tiller Money Feeds add-in for Excel the date formatted columns will not be automatically formatted as dates.
First try formatting the column as a Date using the formatting tools on the Home ribbon in Excel.
If that doesn't help, move to the next section below for more tips.
If you're seeing your transaction dates showing up as numeric values (.e.g 44563 instead of 1/2/2022) in the Date column on the Transactions sheet, but they do show up as dates in the formula bar you need to turn off the "Show formulas" option under the Formulas ribbon.