Whether you’re a spreadsheet beginner or an experienced pro, the Foundation Template is the easiest way to manage your money with the power of Google Sheets and Microsoft Excel.
A foundation for your financial life
Track expenses, budget for your financial future, and always know where you stand with the core sheets included in the Foundation Template:
Take a longer view and plan your spending and financial goals for the year ahead.
Quick Insights (Google Only)
Get quick insights into your recent financial trends, including top inflows and outflows.
See every transaction in one always-organized sheet. Search, filter, split, export, and even delete with ease.
View the daily balances for all your connected accounts. Track your debts and assets and chart your net worth over time.
Exclusively powered by Tiller
The Foundation Template is the easiest way to get started with Tiller Money’s automated daily financial feeds.
Simply connect your banks, credit cards, brokerage, and other accounts from over 21,000 financial sources to see your latest spending, balances, and transactions updated each day.
No more data entry, messy CSV files, or logging into multiple accounts.
Foundation Template for Google Sheets Detail
The Google Sheets version of the Foundation Template includes a Quick Insights Sheet, Monthly Budget, Yearly Budget, Transactions Sheet, Categories Sheet, Net Worth Sheet, and Accounts Sheet.
Foundation Template for Microsoft Excel Detail
The Excel version of the Foundation Template includes a Monthly Budget, Yearly Budget, Transactions Sheet, Categories Sheet, Net Worth Sheet, and Accounts Sheet. AutoCat for Microsoft Excel coming soon.