Foundation Template

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

Extremely customizable. I finally have a handle on my day-to-day spending.” Adam Kahn, ★★★★★
Google Review, July 31, 2023 Google Review

See how AutoCat works


Sheets Included With the Foundation Template

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

Spending Trends Hero Google Sheets
Spending Trends Sheet
Excel Monthly Budget
Monthly Budget for Excel

Make a plan for your money with flexible monthly and annual budget sheets.

  • Visualize your budget by type, group, and category
  • Quickly see what’s remaining in each category
  • See past budgets from the previous month and year
 “I’ve been trying Tiller and so far I’ve found $564/year in subscriptions we no longer needed, didn’t know we had, or had forgotten to cancel.”
Todd Bishop, GeekWire

Always know your net worth with all your assets and liabilities updated in one place.

  • Track the daily balance on all your bank, credit card, brokerage, and loan accounts
  • View daily and historic balances for all connected accounts
  • Track debts and assets and chart your net worth over time
net worth tracker spreadsheet
Net Worth
Categories Sheet

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

  • Use up to 200 categories in your Categories Sheet
  • Create, delete, and rename categories as needed
  • Use category groups and tags for greater control

All Your Transactions Organized In One Place

All your transactions flow into one sheet, where you can search, filter, and edit with ease.

  • 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.
GS Transactions
Transactions Sheet

Compatible With AutoCat

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

AutoCat Detail
Daily Email Dark

No Time for Spreadsheets?

“Every morning I receive an email of my most recent transactions – this allows me to catch inappropriate charges quickly. I’m so glad that I discovered this superb tool.”
Mike Moreels, ★★★★★
October 23, 2023

Included with Tiller

Daily finance feeds

Tiller connects 21,000+ banks to your spreadsheets


Powerful auto-categorization based on your custom rules

Foundation Template

With sheets for tracking expenses, budgets, and net worth

Daily Email Summary

Get a morning summary of your latest spending and balances

Free Community Templates

Dozens of templates to customize how you track your money

Builder Friendly

Build your own custom financial dashboard powered by Tiller

Bank-Grade Encryption

Your data is protected with secure 256-bit AES encryption

No Annoying Ads

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

Private by Design

Tiller’s team doesn’t see your data. Tiller never sells data to third parties

Custom Categories

Tiller gives you complete control of your transaction categories

For Google and Microsoft

Use Google Sheets and Microsoft Excel with one Tiller subscription

Open Banking

Tiller is a leader in support for secure, private open banking

Customer Support

Our top-rated U.S.-based team is here to help if you need it

Helpful Community

Share ideas and get inspired with Tiller’s vibrant user Community.

Helpful Webinars

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

Extensive Help Docs

Tiller offers an extensive, up-to-date library of help docs

Secure Collaboration

Securely collaborate in real-time at no extra cost

Use Multiple Spreadsheets

Use up to five Google and Microsoft spreadsheets with one subscription