Introducing the Tiller Foundation Template for Microsoft Excel

Easier spreadsheet budgeting from Tiller with the Foundation Template for Microsoft Excel

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.

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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.

 

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Heather Phillips

Heather Phillips

Heather comes from a background of user experience design & customer support. She loves helping others learn, explore and discover better ways to use applications and products that improve their lives. When she’s not coaching customers on Tiller best practices, tweeting or writing blogs, she’s probably at a yoga class, out for a hike in the Blue Ridge, or off volunteering for a variety of non-profits.

Notable Replies

  1. When we will get a Savings Budget template for Excel, for envelope budgeting?

  2. Thank you so much for prioritizing this! I’m looking forward to time savings from budgeting in the app that is more familiar/comfortable.

  3. Hi @DIGS, you can copy/paste yes but just be careful to review the column order as they might be different between the version of the sheet you’re using for Google Sheets and this new template in Excel.

    @pnorton, we don’t have envelope budgeting for Excel on our roadmap currently.

    @ajd1923, you’re welcome!

  4. Heather,
    I think that is a solid business move. I grew up with Excel and chose Tiller as it advertised Excel capability. I have migrated off of desktops/laptops to use an IPad with keyboard as my sole device. I had hoped to find Tiller would work with Excel for IPad, needless to say it was glitchy, not workable.
    I learned enough of Sheets to make Tiller my go to for my financial tracking needs, as I think you have a great product.
    Retired IT professional and CIO,
    Gene

  5. @Heather, Curious if you can share some of the Excel roadmap, either here or as a blog follow-up? Envelope budgeting is pretty important to me, but if it isn’t on the schedule, I’ll likely cobble something together until someone develops a fully formatted template. Understanding what’s on the roadmap list would help me determine which views I invest time to build out for personal use - ie, without scripts, etc that Tiller and other advanced users are so good at.

Continue the discussion at community.tillerhq.com

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