Tiller Labs

Learn all about Tiller's experimental playground to explore what's possible with Tiller's financial data feeds.

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96 articles in this collection
Written by Heather Phillips and Krista Smith
Debt Solutions

The Debt Snowball Spreadsheet Training Guide

Learn how to use Tiller's Debt Snowball Spreadsheet template
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Written by Heather Phillips
Updated over a week ago

Getting Prepared to Set Up Your Debt Snowball Spreadsheet

Learn what preliminary steps to take to start your debt freedom journey.
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Written by Heather Phillips
Updated over a week ago

Configuring Accounts in the Debt Snowball Spreadsheet

Learn how to configure manual accounts and verify details for linked accounts for debt payoff.
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Written by Heather Phillips
Updated over a week ago

Setting Up Your Debt Progress Sheet

Learn how to customize your debt payoff journey on the Debt Progress sheet
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Written by Heather Phillips
Updated over a week ago

Choosing a Start Month & Monthly Payment Goal

Learn about the start month and monthly payment goal features of the Debt Snowball Spreadsheet
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Written by Heather Phillips
Updated over a week ago

Choosing a Debt Payoff Method

Learn about the payoff methods in the Snowball Debt Spreadsheet template
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Written by Heather Phillips
Updated over a week ago

Understanding Your Debt Progress Plan

Learn how to interpret the Debt Progress sheet
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Written by Heather Phillips
Updated over a week ago

Customizing Your Debt Freedom Journey

Learn how to further customize your Debt Progress sheet
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Written by Heather Phillips
Updated over a week ago

Budgeting For Debt Freedom

Learn how to create a budget that helps you make progress on paying off your debt.
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Written by Heather Phillips
Updated this week

Budgeting for Debt Freedom: Setting up Groups and Categories

Learn how to set up groups and categories for debt payoff in the Snowball Debt Spreadsheet
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Written by Heather Phillips
Updated over a week ago

Budgeting for Debt Freedom: Categorize Recent Transactions

Read more about the second step for getting your budget set up to make progress on debt payoff
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Written by Heather Phillips
Updated this week

Budgeting for Debt Payoff: Setting Up The Budget Sheet

Learn how to set up the Budget sheet for debt payoff in the Snowball Debt Spreadsheet
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Written by Heather Phillips
Updated this week

Adjusting Your Budget to Accelerate Debt Payoff

Learn whether you can accelerate your debt freedom date by adjusting your budget
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Written by Heather Phillips
Updated this week

Weekly Debt Payoff Progress Workflows

Review what you should be doing weekly to maintain progress with paying off your debt.
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Written by Heather Phillips
Updated this week

Period End Debt Payoff Progress Workflows

Review what you should do at the end of each budget period to stay on track with paying off your debt.
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Written by Heather Phillips
Updated this week

Categorizing Debt Payments: Non-Credit Card Debts

Learn how to stay on top of categorizing debt payoff transactions for non-credit card debt transactions.
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Written by Heather Phillips
Updated this week

Categorizing Debt Payments: High Balance Credit Card Debts

Learn how to manage transactions associated with credit card debt repayment.
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Written by Heather Phillips
Updated this week
Tracking Solutions

How to Set Up Tiller When You Share Expenses

Learn how to set up Tiller to track and manage shared expenses with someone else.
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Written by Heather Phillips
Updated over a week ago

Can Tiller send me bill due date reminders?

Learn how to send bill reminder emails from a Google Sheet.
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Written by Heather Phillips
Updated over a week ago

How Can I Tag Transactions?

A quick and easy way to add a tagging capability to your Tiller finance spreadsheets.
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Written by Heather Phillips
Updated over a week ago

How to Set Up Tiller’s Yearly Insights Sheet

Gain insights about your yearly spending.
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Written by Heather Phillips
Updated over a week ago

Create a Monthly Spending Pivot by Group

Learn how to quickly add a pivot table that shows your monthly spending organized by group.
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Written by Heather Phillips
Updated over a week ago

Adding A Daily Projected Balance Sheet

Learn how to add the Projected Balance sheet to your Tiller spreadsheets.
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Written by Heather Phillips
Updated over a week ago

Using Google Sheets to Track Your Investment Portfolio

Learn how to use GoogleFinance to pull investment data into your Google Sheet.
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Written by Heather Phillips
Updated over a week ago

Mobile Cash Tracking With A Google Form

Learn how to set up a Google Form to quick track cash transactions on the go.
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Written by Heather Phillips
Updated over a week ago

How to Track Cash

Learn how to track cash using Tiller finance spreadsheets.
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Written by Heather Phillips
Updated over a week ago

How to Use the Category Rollup Report

Learn how to use the Category Rollup report for detailed transaction reporting.
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Written by Heather Phillips
Updated this week

Visualize Your Spending With a Monthly Pivot Table

Learn how to create a pivot table from your transaction data to visualize your monthly spending across categories.
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Written by Heather Phillips
Updated over a week ago

Set Your Week Start Day to Monday instead of Sunday

Use ArrayFormula to change the start day of the week in your Tiller spreadsheet.
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Written by Heather Phillips
Updated over a week ago

Organize Your Transactions by Account In Separate Sheets

Learn how to copy in our Account Transactions organizer Google Sheet.
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Written by Heather Phillips
Updated over a week ago

How to Add Our Comparison Report

Learn how to easily add a financial comparison reporting sheet to any of your Tiller spreadsheets.
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Written by Heather Phillips
Updated over a week ago

Add An Average Daily Spending Trends Sheet to Your Tiller Spreadsheet

Learn how to quickly add our spending trends sheet to get insights on your average daily spending.
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Written by Heather Phillips
Updated over a week ago

How to Use the Tags Column with Categories

Learn how to use the Tags column in the Categories sheet.
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Written by Heather Phillips
Updated this week

Add Spending Charts to Your Finance Spreadsheet

Learn how to add some color to your money management spreadsheet with this quick how-to.
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Written by Heather Phillips
Updated over a week ago

Add the Tags Column to your Categories sheet

Use the tags column in the Categories sheet to further organize your financial data.
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Written by Heather Phillips
Updated over a week ago

Getting Started with Tiller’s Monthly Budget

Learn how to set up this simple yearly budget template.
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Written by Heather Phillips
Updated over a week ago
Tax Solutions

How to Use Tiller to Organize Your Finances for Tax Time

Learn how to use Tiller to make taxes easier.
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Written by Heather Phillips
Updated over a week ago

Getting Started with the Estimated Quarterly Tax Sheet

Learn how to use the Est Quarterly Tax sheet to help you plan for your quarterly self employed earnings taxes in the year ahead.
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Written by Heather Phillips
Updated over a week ago

Add the Estimated Quarterly Tax sheet to your Tiller-powered Google Sheet

Learn how to add the Estimated Quarterly Tax sheet to your existing Tiller spreadsheets.
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Written by Heather Phillips
Updated over a week ago

Assumptions and Expectations When Using the Estimated Quarterly Tax Sheet

Learn more about the Estimated Quarterly Tax sheet and assumptions and expectations when using it.
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Written by Heather Phillips
Updated over a week ago

Configure the Estimated Quarterly Tax sheet for your Tax Situation

Set up the Estimated Quarterly Tax sheet for your small business financial situation.
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Written by Heather Phillips
Updated over a week ago

How the Estimated Quarterly Tax sheet Works

Learn how to use Tiller's Estimated Quarterly Tax sheet.
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Written by Heather Phillips
Updated over a week ago

Using the Estimated Quarterly Tax Sheet for Projecting Payments

Learn how to create a projection for your estimated quarterly small business taxes.
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Written by Heather Phillips
Updated over a week ago

How to Generate a Yearly Pivot Table for Easy Tax Time Reporting

Learn how to create a pivot table by year for easy tax reporting.
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Written by Heather Phillips
Updated over a week ago

How to Generate an Itemized Deduction Report

Learn how to use the Category Rollup report for reporting on your tax deductible spending.
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Written by Heather Phillips
Updated over a week ago
Using the Tiller Budget with Rollovers (Installed via Tiller add-on)

The Budgeting Training Guide

A guide to getting started with budgeting tools in the Tiller add-on for Google Sheets.
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Written by Heather Phillips
Updated over a week ago

Getting Started with Tiller Budgeting

Get started with setting up a budget using Tiller in four easy steps.
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Written by Heather Phillips
Updated over a week ago

Lesson 1: Fine tuning your budget

Learn how to fine tune your budget and quickly understand your spending.
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Written by Heather Phillips
Updated over a week ago

Lesson 2: Painlessly keep your budget on track

Tiller makes it simple to stay on top of your budget and always know where you stand.
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Written by Heather Phillips
Updated over a week ago

Lesson 3: Rollovers keep up with your extra funds

Rollovers keep track of your left over category budget funds. Perfect for envelope or zero sum budgeting.
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Written by Heather Phillips
Updated over a week ago

Lesson 4: Start saving for the future

Savings goals build financial confidence and motivate you to stay on track.
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Written by Heather Phillips
Updated over a week ago

Refining Your Budget Categories

Learn all about the Categories sheet for budgeting with Tiller.
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Written by Heather Phillips
Updated over a week ago

Create Your Budget

Create your first budget dashboard using the Tiller add-on for Google Sheets.
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Written by Heather Phillips
Updated over a week ago

Understanding your Budget Dashboard

Learn all about the budget dashboard created by the Tiller add-on for Google Sheets.
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Written by Heather Phillips
Updated over a week ago

Budgeting Workflows with Tiller

Learn about the regular workflows you'll need to budget with Tiller.
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Written by Heather Phillips
Updated over a week ago

Adjusting Your Budget Amounts and Rollovers

Learn how to make adjustments to your planned category budgets and rollover balances.
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Written by Heather Phillips
Updated over a week ago

Tiller Add-on Budgeting Menu Options

The Budget section of the Tiller Add-on has a few menu options that offer workflows to enhance your budgeting experience.
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Written by Heather Phillips
Updated over a week ago

Using Rollover Budgeting with Tiller

Learn how to use the rollover features built into the budgeting capabilities of the Tiller Add-on for Google Sheets.
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Written by Heather Phillips
Updated over a week ago

Setting Up A Budget for Zero Sum or Envelope Budgeting

Learn how to set up your budget when you prefer to use a zero sum or envelope budgeting method.
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Written by Heather Phillips
Updated over a week ago

How are Rollover Adjustments Introduced & Calculated?

Learn why Rollover Adjustments might show up on and how they're calculated
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Written by Heather Phillips
Updated over a week ago

How can I remove rollovers from my Tiller Budget?

Learn how to disable the rollover feature in your Tiller Budget
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Written by Heather Phillips
Updated over a week ago

Understanding the Rollover Adjustment

Learn more about the Rollover Adjustment accuracy check built into Tiller's rollover budgeting tools.
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Written by Heather Phillips
Updated over a week ago

Setting and Tracking Savings Goals

Learn how to set up and track your savings goals with Tiller's budgeting tools.
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Written by Heather Phillips
Updated over a week ago

Creating Past & Future Budget Periods

Learn how to manually add past and future periods to your Budget
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Written by Heather Phillips
Updated over a week ago

Working with the Budgets History Sheet

Learn how to use the Budgets History sheet in the Tiller Budget template.
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Written by Heather Phillips
Updated over a week ago

Using Analyze Budgets History

Learn more about using the Analyze Budgets History menu option in the Budget menu in the Tiller add-on for Google Sheets.
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Written by Heather Phillips
Updated over a week ago

How can I correct REF errors on my budget dashboard?

Learn how to restore your Budget dashboard if the Adjust cell has stopped working or if you’re getting an error after making edits.
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Written by Krista Smith
Updated over a week ago

How do I get rid of obsoleted categories on my budget?

Learn about obsoleted categories and how to prevent or correct them.
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Written by Heather Phillips
Updated over a week ago

Why is budget create stuck loading?

Learn how to fix the "loading" message on budget create in the Tiller add-on.
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Written by Heather Phillips
Updated over a week ago

Why are values getting stuck in the Adjust cell?

Learn about why your budget or rollover amounts might be getting stuck in the Adjust cell.
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Written by Heather Phillips
Updated over a week ago
Business Solutions

Getting Started With The Tiller Simple Business Spreadsheet

Learn how to get easy, clear, and organized business finances with Tiller.
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Written by Heather Phillips
Updated over a week ago

Easy Categories for Business Finances

Learn how to easily get started with Categories in the Tiller Simple Business Spreadsheet
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Written by Heather Phillips
Updated over a week ago

Automate Your Business Category Workflow with AutoCat

Learn how to increase your business expense tracking productivity with AutoCat.
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Written by Heather Phillips
Updated over a week ago

Understanding the Simple Business Dashboard

Learn about the quick and easy business cash flow, balance, and category insights on the Tiller Simple Business Dashboard
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Written by Heather Phillips
Updated over a week ago

Easily Generate Business Financial Reports

Learn how to quickly and easily generate business critical financial reports with Tiller's Business features.
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Written by Heather Phillips
Updated over a week ago

How to Generate a Detailed Category Report

Learn how to generate a detailed category report for your business using the Tiller add-on.
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Written by Heather Phillips
Updated over a week ago

How to Generate a Profit and Loss Statement

Learn how to generate a P&L report for your business using the Tiller add-on.
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Written by Heather Phillips
Updated over a week ago

Staying Organized with Tiller Simple Business Reconcile Features

Learn all about Tiller's reconcile features for keeping your business finances organized.
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Written by Heather Phillips
Updated over a week ago

How to Manually Add Transactions

Learn how to manually add uncleared transaction data to your Simple Business reporting spreadsheet.
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Written by Heather Phillips
Updated over a week ago

How to Reconcile a Manually Added Transaction

Learn how to reconcile a manual transaction flagged for reconciliation.
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Written by Heather Phillips
Updated over a week ago

How To Turn on the Reconcile Auto Trigger

The reconcile auto trigger will help you keep up with manually added transactions when their match appears in your sheet.
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Written by Heather Phillips
Updated over a week ago

How to Reconcile Your Bank Statements

Learn how to use the Statements sheet to reconcile your bank statements in the Tiller Simple Business Spreadsheet template.
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Written by Heather Phillips
Updated over a week ago

Understanding the Simple Business Template Sheets

Learn about the sheets included in the the Tiller Simple Business Spreadsheet template.
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Written by Heather Phillips
Updated over a week ago

Restore Your Simple Business Dashboard

Learn how to correct errors and get the latest business dashboard with the restore feature.
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Written by Heather Phillips
Updated over a week ago

Customize Your Simple Business Spreadsheet

How to customize your Simple Business Spreadsheet template with your own branding and business information.
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Written by Heather Phillips
Updated over a week ago

Track Business Receipts

How to track your business expense receipts in your Tiller Simple Business Spreadsheet.
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Written by Heather Phillips
Updated over a week ago

Installing the Simple Business Tools into an Existing Tiller Spreadsheet

Learn how to install Tiller’s Simple Business features in any Tiller spreadsheet.
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Written by Heather Phillips
Updated over a week ago