When we started this year we were already intent on putting energy toward Microsoft Excel.
There is definitely untapped potential in this platform, and we recognized the need to level the playing field for our automated financial Excel workbooks.
The obvious place to start was leveling up our Excel offering by releasing some of the capabilities that we offer for Google Sheets that our customers love.
Our Foundation Template for Google Sheets has been a big win for our customers to easily tap into Tiller’s potential so we figured that was a great place to dive in on improving our Excel offering.
Today we’re excited to share the Tiller Foundation Template for Microsoft Excel. It’s a big upgrade from the Tiller Money Tracker template that was our previous default template for Microsoft Excel.
It offers easier to understand Monthly and Yearly budgeting sheets. The Balances sheet is also improved in that you can now apply custom groups to your accounts to control how they appear on the Balances sheet. Now you can easily see all your account balances in one place organized just the way you want.
My favorite part of the upgrade is how much faster it is to interact with the template.
With this new release, we decided to embrace Excel Tables in the Transactions, Balance History, and Categories sheets. That was a big performance win. Categorizing transactions, switching budget months, adding new categories and budgets, these are all a breeze!
Right now the main difference between this Excel version and what we offer for Google Sheets is the Insights sheet. Currently, the Foundation Template for Excel does not have the Insights sheet.
We’re curious what you think. If you use Google Sheets, do you find the Insights sheet helpful? Would you like to see that same dashboard for the Tiller Foundation Template for Excel?
Take it for a spin (link downloads the template), and chime in via the Tiller Community with comments below.