Tiller Foundation Template for Google Sheets and Microsoft Excel

Budget, track spending, monitor net worth, and plan your financial future with the flexible Foundation Template template for Google Sheets and Microsoft Excel.

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.

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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:

Monthly Budget

Easily create a monthly budget that automatically tracks your spending by category.

Yearly Budget

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.

Categories Sheet

Take complete control of your transaction categories. Create, delete, and customize all your categories, groups, and tags.

Transactions Sheet

See every transaction in one always-organized sheet. Search, filter, split, export, and even delete with ease.

Balances Sheet

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.

The Google Sheets version of the Foundation Template works with AutoCat and can be extended with most Tiller Community Solutions sheets.

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.

Only Tiller brings these personal finance features together to help you manage your money, your way

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Private By Design

Tiller’s team is blind to your finances; we never see your data

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No Annoying Ads

Tiller doesn’t run ads; we never sell your financial data to advertisers

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Bank-Grade Encryption

Your data is protected and secured with 256-bit AES encryption

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Tiller Money Feeds

Your daily transactions updated directly in your spreadsheets

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AutoCat

Powerful auto-categorization based on your custom rules

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Foundation Template

Prebuilt sheets for tracking your budgets, expenses, and net worth

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Daily Email

Get a morning email with your latest transactions and balances

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Customer Support

Our friendly U.S.-based support team is ready to help if you need it

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Vibrant Community

Find answers, share ideas, and get inspired with the Tiller Community

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Easy Collaboration

Share your spreadsheets and collaborate in real-time

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Builder Friendly

Build your own custom financial dashboard powered by Tiller

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Multiple Platforms

Use both Google Sheets and Excel with one Tiller subscription

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Multiple Spreadsheets

Use up to 5 and track all your budgets and financial goals


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Helpful Webinars

With Q&A help you get up to speed fast and do more with Tiller

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Community Templates

Dozens of free Google templates to analyze your money

Foundation Template FAQ

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Try Tiller free and track all your accounts in one place, always know where your money goes, and confidently plan your financial future.