I am very new here, and I want to search for the topics that I need help with, but am not sure I am even searching for the right topics.
My husband and I are coming over from YNAB. We have used that method, with little success, for several years. We are also trying to follow Dave Ramsey’s envelope system. YNAB has become more of an expense tracker for us and we really prefer to budget.
First question, I am using the excel version, but wondering if I should use google sheets (I have never used that) as it appears most of the “options” available on Tiller are for Google sheets. I realize that the Excel functionality is a newer, expanded version and that the options may expand as time goes, but wanted to check on that.
Secondly, how do you all “follow the budget”? I currently list all of our bills in order of due date (in YNAB) and I am wondering how to create a bill tracking system within Tiller? Do you all add an extra sheet within the budget that is for tracking bill payments?
I had wanted to move over last year when YNAB raised the “legacy member” rates, but I was overwhelmed and decided to pay their fee for one year while looking for new options. I really like what I see with Tiller and I believe it will work for us, I just need to know where to start.
I have begun with the Foundations Template and all is going well with that so far. I cannot figure out how to change the months in the columns the way that they can be changed in the Google Sheets version. Should I just “hide” the unused months of Jan - May?
How to I access “add ons” in excel? Are there any other “add ons”? I have Autocat - which I love, and the Foundation Template. I would be interested in a bill pay tracker, any Dave Ramsey type sheets. Is there a library which I can access?
Finally, if you have read this far… thank you. I apologize in advance for the many questions I will ask. I would love continue with Tiller as this seems so perfect for us!