|Visualize Your Monthly Budget - FREE Version|
|This template includes sample transaction data which you can delete before starting. |
You can manually enter your data and use this template for free, or start a free trial for Tiller and automate your daily spending, transactions, and balances from all your banks (and you'll receive help from our awesome support team and handy tools like AutoCat to take categorization to the next level.)
Blue sheets are dashboards. You can add your data to red sheets (or subscribe and Tiller will automate it for you.)
|✅ A Tiller automated spreadsheet updates with daily transactions and balances.|
|✅ A Tiller subscription includes AutoCat, which auto-categorizes your transactions based on custom rules.|
|✅ A Tiller subscription includes customer support and access to a vibrant community.|
Try Tiller Free →
|Tip: If you manually enter your transactions and then later want to upgrade to Tiller’s automated feeds, check out this help doc.|
Getting Started with the Tiller Monthly Budget
|1. Refine Categories & budgets||2. Review Transactions||3. Automate your categories (premium version only)|
|Click the Categories tab below and refine your categories to reflect how you earn and spend. Overwrite or delete our example categories. Set a group & type. Enter your budget amounts for January to automate each month and then adjust as necessary.||Add your transactions to the Transactions sheet (or subscribe to Tiller and it will automate it). Categorize your recent transactions. The more data you categorize, the clearer picture you'll see.||1. Open the Add-ons Menu above. |
2. Choose Document Add-ons.
3. Click "Add To Sheets" in the sidebar.
4. Give the add-on permission.
5. Sign in with your Tiller account.
6. Set up your AutoCat rule set.