A powerfully simple dashboard that brings your essential personal finances together in one spreadsheet, and automatically updates them for you each day.
Includes eight prebuilt sheets for essential money tracking. Make a budget, track net worth, see your spending history, view account balances, and monitor daily transactions simply by opening your spreadsheet.
The Foundation Template is professionally engineered for spreadsheet beginners and experts alike.
For experts, it’s the fastest way to see what’s possible with Tiller Money Feeds. And both beginners (and experts) will appreciate easy, prebuilt sheets and ample documentation.
Unlike other spreadsheets, with Foundation Template you don’t need to manually import transaction data.
Tiller Money Feeds automatically keep your spreadsheet current with daily account balances, spending history, even your credit card liabilities, mortgage payments, brokerage balances, and more.TOP REQUESTED FEATURES
The Foundation Template combines the most popular features of several previous templates in a single, elegant personal finance spreadsheet.
Gain financial insights immediately after connecting your Foundation Template to Tiller Money Feeds. The Quick Insights Dashboard shows where you spend the most money, your most active accounts, the average number of transactions each week, and even your net worth at a glance. The Transaction Analyzer will give you simple, customizable reports including top inflowing and outflowing transactions and transfers.
The foundation of the Foundation Template. Your daily transactions from over 20,000 financial sources are automatically imported into this sheet via the Tiller Money Feeds Add-on. You can also manually add transactions.
Review your account balances from all linked accounts, and see when they were last updated. The Balances sheet shows total net worth by asset and liability as well as group if you have those enabled.
Create simple Monthly and Yearly Budgets to track and understand planned versus actual cash flow at a glance.
Visualize where your money is going type, group, and category month to month and for the year ahead. Quickly see what’s remaining for a category by month or year, or if you’ve gone over.
Create simple Monthly and Yearly Budgets to track and understand planned versus actual cash flow at a glance.
Visualize where your money is going type, group, and category month to month and for the year ahead. Quickly see what’s remaining for a category by month or year, or if you’ve gone over.
Ultra-customizable transaction categories are a defining feature of the Foundation Template. Use provided example categories, or create your own (up to 200). Overwrite or delete categories anytime.
See your budget progress for the year in a single sheet.
Google Sheets
With the free Tiller Labs Solutions Add-on, you can easily add new personal finance dashboards and tools to the Foundation Template.
Examples of what you can add include a debt payoff sheet, a sheet that shows your available spending money, weekly spending trends, a small business template, and more.
Your data is protected with 256-bit AES encryption and optional 2FA login.
Access dozens of help docs, videos, and tutorials help you succeed with Tiller.
Share spreadsheets with your spouse or financial planner at no extra cost.
Get optional daily email summaries of transactions from all linked accounts.
Tiller’s team is based in the U.S. and available via chat, email, even calls.
Autocat can automatically categorize your transactions based on custom rules.
Questions and support related to this template are posted in the Tiller Community. Tiller's Customer Success team does not provide individual support for Tiller Labs experiments.
This template is designed for Google Sheets.
This template is compatible with AutoCat for Google Sheets, which can automatically categorize transactions for you.
This template works best when powered by Tiller Money's automatic feed of your spending, transactions, and account balances updated in Google Sheets each day.
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