The Build Your Own template is for those who want the category logic of the Tiller Budget template, but prefer to build their own reports and dashboards. We make it easy to set up your own categories, and we pull your latest balances into the Balances sheet and give you a quick calculation of your net worth.

This is a great place to start if you want to build a custom financial worksheet, but you want a little help with logic for balance summaries and categories.

Helpful Resources for Building Custom Dashboards

  1. Supported columns in the Transactions sheet
  2. Adding New Sheets (tabs) to Your Tiller Spreadsheet
  3. Manually Importing Historical Data
  4. Set Your Week Start Day to Monday Instead of Sunday
  5. Visualize Your Spending With A Monthly Pivot Table
  6. Using IMPORTRANGE to get your transaction data into another Google Sheet
  7. Using Google Sheets QUERY to Visualize Your Spending
  8. Pulling in Investment Data using GoogleFinance Formula
  9. Add Spending Charts to Your Sheet
  10. Copying Reports and Charts Between Sheets
  11. Check out our quick and easy to add customized reporting sheets
Did this answer your question?