Template Resources

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

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

How to Choose A Template

Learn about Tiller finance spreadsheet templates and how to choose the right one for you.
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.
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?
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.
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.
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.
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.
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.
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.
Written by Heather Phillips
Updated over a week ago

Financial Tools for Small Business

Learn about Tiller's plan for building spreadsheet based tools and solutions to help small businesses organize and manage their finances.
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.
Written by Heather Phillips
Updated over a week ago

Tiller Budget Overview and Resources

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

Understanding the Budget Sheet

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

Understanding the Balances Sheet

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

Understanding Your Debt Progress Plan

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

Customizing Your Debt Freedom Journey

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