This help article is for our Budget Template version 1.0. 

As of May 17, 2018 we have released the version 2.0 of this template, which you can learn about here.

The Tiller Budget 1.0 spreadsheet template allows you to set up a spending budget for a time period that makes sense to you. You can set the spreadsheet to track income and expenses with a weekly, bi-monthly, monthly, quarterly or a custom budget time range. You can set up your own custom categories, organized by type and group, and see your spending progress for each category. 

The Tiller Budget also includes a powerful category detail report that gives you spending and earnings insights for a custom date range by group and category so you can build awareness about your spending and drill down to the smallest detail. 

The key with all Tiller templates is to spend a few moments each day or a few times a week categorizing your latest transactions.

The basics of using this template:

  1. Set up your category groups and categories on the Categories sheet.
  2. Enter your planned budget amounts on the Budget sheet in the New Plan column.
  3. Categorize your transactions on the Transactions sheet.
  4. Regularly review your Budget sheet to see if your plan is on track.
  5. Generate Category Detail reports as needed.
  6. Review and configure your Balances sheet to track your account balances.
  7. Save your budget at least before the start of each new period.

Get started with the Tiller Basic Budget

We recommend reviewing the below set of help articles as you get started with this template. 

  1. Working with the Categories sheet
  2. Understanding the Budget sheet 
  3. Starting a new budget period
  4. Using the Category Detail sheet
  5. Understanding the Balances sheet
  6. Understanding the Balance History Sheet 
  7. Saving your Current Budget

Tiller Sheet basics

Take a look at these quick resources for some basics about Tiller finance spreadsheets.

  1. Splitting transactions between multiple categories
  2. Collaborating on sheets with others
  3. All About Categories

Common questions

Review these common questions if you’re new to using Tiller.

  1. Do I need all these columns on my transactions sheet?
  2. Can I delete transactions?
  3. How often is my data updated?
  4. What if I am having issues connecting my bank account?
  5. Can I move over my existing categorized transactions to this new template?

Manual data entry

In the event that one of your accounts is not supported for automatic import, or you simply want to see more historical data for periods before you started using Tiller, you can use these resources to manually get your data into your sheet. 

  1. How to manually import your data
  2. Getting your Mint.com data into your Tiller Sheet
  3. Getting your Personal Capital data into your Tiller spreadsheet

We're here to help.

If you have any issues or questions not addressed by these resources don't hesitate to contact support via the chat icon in the lower right corner of our website or email support@tillerhq.com

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