Define How to Track Your Finances with a Money Worksheet for Every Need

The way we spend money differs from person to person. It also depends on many life factors, like having a family, owning a small business, or caring for an elderly parent. As a result, we need flexibility in the way we track our finances.

Most of the financial tools today work on a one-size-fits-all model. They don’t offer the flexibility to quickly and easily track and review your spending based on the various ways you might manage your money. Tiller gives you this power. It allows you to engage with your money in the ways that make the most sense for your circumstances.

Powerful money management worksheets

The ability to create multiple Tiller Sheets gives you the flexibility to create several money management spreadsheets. One for each of your financial situations. Create a sheet for your teenager to help her learn to spend with intention. Another for you and your spouse’s finances. A third for your adventure travel expenses. Each Tiller Sheet can provide insights that are relevant to each use case.  

Perhaps you come into a new financial scenario like helping track the finances of an elderly parent. The option for multiple sheets gives you the freedom to figure out the best way to track and review those finances. You can create up to five TIller Sheets and unlink a sheet when you don’t need it anymore. Perhaps you want to create a robust financial dashboard, but it falls flat, and doesn’t really reflect what you want to see. You can simply unlink it and start over without any worry of data loss or corruption. It’ll still be there in your Google Drive, but Tiller won’t feed it anymore data.

Diving in to Tiller Sheets

To get started with this powerful feature you’ll want to head over to your Tiller dashboard at sheets.tillerhq.com and login. At the top you’ll either see sheets you’ve already created, or if you haven’t gotten that far yet, you’ll see the “New Tiller Sheet” area first. If you click it, or any other titled area on the Tiller dashboard, it will expand. Expand the “New Tiller Sheet” area and you’ll see a few fields that you’ll need to fill in before you can create a new sheet.

Give your new Tiller Sheet a name. Make it reflect what you’d like to do with this particular sheet such as “Personal Finances,” “Family Budget Worksheet,” or “Shared with Accountant.” You can change the name of the sheet at any point when it’s open in Google Sheets.

Choose a template for your new Tiller Sheet. Select a template that reflects what you’d like to do with the sheet and how many “built-in” features you’d like. If you’re not sure, a good place to start is the Tiller Standard Template, or review our “Which Template Should I Choose” blog post to learn more about our currently offered templates.

Next, you’ll link your financial institutions to the sheet. You must select at least one account before you can create the sheet. The account you select should also reflect your goals for this financial worksheet. If you only want to track your business expenses, then only select business related accounts. If your relevant accounts are not listed, you can link new bank accounts to Tiller via the “Account Summary” area on the Tiller dashboard.

Once you’ve given the sheet a title, chosen a template, and linked an account, then you’ll be able to create your new Tiller Sheet. A new Tiller Sheet will be listed at the top of your Tiller dashboard at sheets.tillerhq.com and available for you to open. Typically it takes a minute or less to populate your new Tiller Sheet with data, however if you’ve just linked a new bank to Tiller, it may be 5 or 10 minutes before that data appears in your sheet.

Your finance worksheet any way you want it

From here it’s up to you. You can build your own reports, craft new charts, add new tabs, and add or remove transaction data. The possibilities are limitless.

What types of Tiller Sheets have you created? Let us know on Facebook, Twitter, or via the live chat window on our website.