Foundation Template

Automatically track your spending, budgets, and net worth with the flexible Foundation Template for Google Sheets and Microsoft Excel

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5 star rating
5 star rating
5 star rating
5 star rating
5 star rating
“Extremely customizable. I finally have a handle on my day-to-day spending.”
Adam Kahn, Google Review, July 31, 2023
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New: Spending Trends Dashboard

See all your spending in one place and always know where your money goes with the effortless Spending Trends dashboard.

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Spending Trends Hero Google Sheets
Spending Trends Dashboard for Google Sheets

Other sheets included with the Foundation Template

5

Categories Sheet

Customize all of your categories to perfectly reflect how you think about your money.

  • The most customizable categories of any service.
  • Use up to 200 categories in your Categories Sheet.
  • Create, delete, and rename categories as needed.
  • Use category groups and tags for greater control.
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tiller foundation template 2022 microsoft excel transactions simple browser
Unified Transactions Sheet

Transactions Sheet

See every transaction at a glance in one always-organized sheet.

  • Search, filter, split, and delete transactions with ease.
  • View every transaction in one always-organized sheet.
  • Each transaction includes editable date, description, category, amount, and account ID data.
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tiller foundation template 2022 microsoft excel monthly budget simple browser
Monthly Budget Sheet

Monthly Budget

Plan your monthly spending based on your actual cash flow and past trends.

  • Visualize your budget by type, group, and category.
  • Quickly see what’s remaining in each category.
  • See the percentage allocated to each group.
  • See past budgets from the previous month and year.
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tiller foundation template 2022 microsoft excel yearly budget simple browser
Yearly Budget Sheet

Yearly Budget

See your entire year’s budget, actuals, and available funds in a single view.

  • The Yearly Budget tracks your actual spending.
  • See your entire year’s budget and get a cash flow analysis for each month and the entire year.
  • See a month-over-month review and comparison.
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NetWorth 1

Account Balances

View the daily balances for all your connected accounts.

  • See the daily balance on all your bank, credit card, brokerage, and loan accounts in one place.
  • View the daily and historic balances for all your connected accounts.
  • Track your debts and assets and chart your net worth over time. 
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Feeds

Exclusively powered by Tiller Money Feeds

Tiller Money Feeds automatically updates your Foundation Template with your latest spending, income, and account balances each day.

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Autocat

Powerful automatic categorization rules

The Foundation Template works with AutoCat to automatically categorize your transactions 100% based on your custom rules.

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Google-Excel-Logos

For Google Sheets and Microsoft Excel

The Foundation Template is available for Google Sheets and Microsoft Excel. Use both with a single Tiller subscription!

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