Google Sheets Template Resources

Resources and guides on how to choose, use, and extend Tiller's Google Sheets finance templates.

Heather Phillips avatar
64 articles in this collection
Written by Heather Phillips
How to Choose a Template

How to Choose A Google Sheets Template

Learn about Tiller finance spreadsheet templates and how to choose the right one for you.
Heather Phillips avatar
Written by Heather Phillips
Updated yesterday

Characteristics of Tiller’s Google Sheets Templates

Read more on how Tiller's Google Sheets templates are built and their characteristics.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Choosing a Template: Create a Budget

If you want to create and track a budget these are the template options for you.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Transitioning & Combining Tiller’s Google Sheets Templates

Learn how to transition your existing Tiller data into a different template or combine template features
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Choosing a Template: Paying off debt

Looking to pay off debt and want to track your progress in a sheet?
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Choosing a Template: Track My Net Worth

If you'd like to track your net worth learn about which template to choose.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Choosing a template: Track and manage business finances

Learn which template is right for tracking your business financials.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Choosing a Template: Align My Spending With My Values

Learn about templates that will help you align your spending with your values.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Choosing a Template: Track My Weekly Expenses

If you'd like to track your weekly expenses learn about which template is right for you.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Choosing a Template: Track My Credit Card Spending

If you'd like to track and analyze your credit card spending learn about your template options.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Choosing a Template: Build My Own Template Using Categories

If you'd like to build your own template but want to use our category logic learn about your options.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Choosing a Template: Build My Own Template Without Using Categories

If you just want your financial data so you can build your own custom template learn which template to choose.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago
Tiller Budget Template

Getting Started with the Tiller Budget Template

Review these simple steps to get started with your new Tiller Budget spreadsheet template.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Tiller Budget Overview and Resources

All about the Tiller Budget Google Sheets Template
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Setting Up Categories for the Tiller Budget Template

Learn about setting up your category groups and categories in the Tiller Budget template.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Understanding the Budget Sheet

Everything about the Budget sheet in the Tiller Budget Template.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Starting a New Budget Period

Learn how to start a new budget period and archive your previous period's data in the Tiller Budget template.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Using the Category Detail Sheet

Learn how to use the report in the Category Detail sheet in the Tiller Budget template.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Understanding the Balances Sheet

Learn about the Balances sheet in the Tiller Budget template.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Archiving Your Current Budget in the Tiller Budget Template

Learn how to archive your current budget data before starting a new period.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Using the Budget Archive Sheet

Learn how to use the Budget Archive sheet in the Tiller Budget template
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Understanding the Budget History Sheet

Learn more about the Budget History sheet in the Tiller Budget template.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago
Debt Snowball Spreadsheet

The Debt Snowball Spreadsheet Training Guide

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

Understanding Your Debt Progress Plan

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

Customizing Your Debt Freedom Journey

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

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
Heather Phillips avatar
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
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

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
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Adjusting Your Budget to Accelerate Debt Payoff

Learn whether you can accelerate your debt freedom date by adjusting your budget
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Categorizing Debt Payments: Non-Credit Card Debts

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

Categorizing Debt Payments: High Balance Credit Card Debts

Learn how to manage transactions associated with credit card debt repayment.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Weekly Debt Payoff Progress Workflows

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

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.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago
Lauren Greutman Budget Tracker

Lauren Greutman Budget Tracker Overview & Resources

Overview and resources for the Lauren Greutman Budget Tracker Spreadsheet Template
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Understanding the Planner and Setting Up Your Categories

Learn how to set your custom spending budget categories in the Planner sheet.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Setting Up Your Budget

Learn how to set up your budget on the Planner sheet in the Lauren Greutman Budget Tracker spreadsheet.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Categorizing on the Transactions Sheet

Learn about categorizing your spending and earnings on the transaction sheet in the Lauren Greutman Budget Tracker spreadsheet.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Visualize Your Budget on the Dashboard

Review your budget on the Dashboard in the Lauren Greutman Budget Tracker spreadsheet.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Account Balances & Adjusting the Account Type

Review your linked accounts and adjust their type from the Dashboard in the Lauren Greutman Budget Tracker spreadsheet.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Visualize Your Spending in Detail with Trends

Review the Trends sheet to get a detailed analysis of your spending and income over several months.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Using the Roll Budget Forward Button

Learn how to use the Roll Forward Button in the Lauren Greutman Budget Tracker spreadsheet.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

How to Migrate Your Lauren Greutman Budget Tracker to the Latest Version

When a new version of the spreadsheet is released you can use these simple steps to migrate from a previous version.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago
Tiller Templates Resources

Getting Started with Tiller’s Monthly Budget

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

Understanding the Sheets and Reports in the Monthly Budget template

Learn about the other sheets and reports in the Monthly Budget template.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

How The Yearly Budget Sheet Works

Review the tech notes on how the Yearly Budget and Insights template was built.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Adding the Tiller Monthly Budget to an existing Tiller spreadsheet

Learn how you can get the Yearly Budget and Insight template sheets in your existing Tiller spreadsheets.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Getting Started with the Weekly Expense Tracker

Quick and easy getting started guide for the Weekly Expense Tracker Google Sheets template.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Build Your Own Template Overview and Resources

Learn more about using the Build Your Own finance spreadsheet template.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Ben Collins Credit Card Tracker Overview and Resources

Learn all about the credit card spending tracker template by Ben Collins.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Raw Data Template Overview & Resources

Learn more about our most barebones template and some great resources to get started building out your own custom finance dashboard.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Values Driven Budgeting Template Overview & Resources

Everything about the Values Driven Budgeting Template.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

How Do I Budget Template Overview & Resources

All about the How Do I Budget template.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Understanding the Balance History Sheet

Learn more about the data in the balance history sheet that's available in all Tiller financial spreadsheet templates.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago