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How Tiller Works > Features

Foundation Template

Automatically track the most important details of your financial life in a flexible template for Google Sheets and Microsoft Excel.

“A major benefit of Tiller is it consolidates all your finances in spreadsheets so you have flexibility to budget as you see fit.”
– Penny Hoarder

See everything in one place

See where your money goes. Know what’s safe to spend. Save more and reach your 2023 financial goals.

10X Faster with Automation

The Foundation Template is exclusively powered by Tiller Money Feeds, so you don’t need to manually enter transactions.

Transaction Auto-Categorization 

AutoCat automatically categorizes transactions into categories you choose, always 100% based on your custom rules.

FOR SPREADSHEET BEGINNERS AND EXPERIENCED PROS

Easily track expenses, plan your budget, and understand your net worth trends – all with the flexibility of Google Sheets and Microsoft Excel

Sheets included with the Foundation Template:

insights sheet
Tiller Foundation Template for Excel

Quick Insights Sheet

See your spending and net worth trends along with your top expense groups.

  • See insights for the past month, quarter, and year.
  • Review trends across all your accounts.
  • Drill down into individual accounts.
tiller foundation template 2022 microsoft excel categories simple browser
Categories Sheet

Categories Sheet

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

  • The Foundation Template has the most customizable categories of any personal finance service.
  • Use up to 200 categories in your Categories Sheet.
  • Create, delete, and rename categories as needed.
  • Use category groups and tags for even greater control.
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 from all your accounts in one always-organized sheet.
  • Each transaction includes editable date, description, category, amount, and account ID data.
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 for a category or if you’ve gone over budget.
  • See the percentage of your expense budget allocated to each group, line by line.
  • Easily toggle views to see your past budgets from the previous month and year.
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 is updated with 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 of your spending and budget comparison.
ft networth accounts
Net Worth & Balances Sheet

Account Balance Sheet

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. 

Extend your Foundation Template with dozens of free solutions made by the Tiller Community

Only Tiller brings these money management features together to help you manage your money, your way

Helpful webinars

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

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

Start Your Free Trial

Keep a clear, confident view of all your money in one place, with private spreadsheets, flexible templates, and no ads