|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 you can sign up for Tiller and your transactions and balances will be automatically updated every day 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 green sheets (or subsribe and Tiller will do it daily.)
|✅ A Tiller subscription automatically updates your spreadsheet 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, standard with a Tiller subscription.|
Try Tiller Free →
|Tip: If you manually enter your transactions and then later want to upgrade to Tiller’s automated feeds, this document will help you.|
|"How Can I Migrate My Existing Categorized Transactions to a New Template?"|
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 happen automatically). 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. Click "Use" > Tools > AutoCat > Create
6. Set up your AutoCat rule set.
|Getting Started FAQ|
|Are there videos or resources to help me with this template?|
|Yes! Click to access the getting started guide for this template.|
|How should I categorize transfers between accounts?|
|Use a transfer category. Click here to learn more.|
|👉||Click here to get started quick with a help video.|