Creating personal and business templates from Foundation Template


I have set up my Foundation template with all my accounts, both personal and business, and would now like to create separate spreadsheets, one for just my personal accounts, and one for just my business accounts. What’s the best way to go about this?

I tried copying and renaming the Foundation Template, then removing connected accounts (e.g., “Business Template” and removing personal connected accounts). However, both personal and business accounts still show up.

Thanks for any help!

Just discovered the business template and will evaluate that.

And this: …

Hopefully you find everything you need in those resources. If not, you can use the Tiller Console to turn off accounts you don’t want to sync.