Foundation Template for Google Sheets and Microsoft Excel

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Excel Hero BLK

Whether you’re a spreadsheet beginner or experienced pro, the Foundation Template is the easiest way to start tracking your spending, budgets, and net worth

And because it’s based on Google Sheets and Microsoft Excel, the Foundation Template is highly customizable. Add additional sheets, run custom reports, and manage your money, your way.

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“I’ve been using Tiller since 2018. It makes maintaining budgets with my own spreadsheets so simple, I can’t imagine going back to the old way. I strongly recommend giving it a try!”
Kip Wittchen
Google Marketplace, March 8 2023
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

Auto-categorize your transactions

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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Sheets included with the Foundation Template

Quick Insights Sheet

  • See insights for the past month, quarter, and year.
  • Review trends across all your accounts.
  • Drill down into individual accounts.
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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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