Details & Recording
Free On Demand Webinar: Using the Tiller Foundation Template for 2020 Budgeting
This webinar happened on Wednesday 12/18 at 3pm PT / 6PM ET.
Access the recording here.
Manually add data
Manually import data from bank CSV into Tiller
Manually add transactions using the Tiller Labs add-on
Manually insert rows directly into your Transactions sheet.
Migration from Feed Bot
Google Sheets created after August 26, 2019 are now fed using the Tiller Money Feeds add-on. If you have a Feed Bot sheet and want to transition to using the Tiller Foundation Template you can choose one of the following options. Read more about Feed Bot vs Tiller Money Feeds sheets here.
Add transactions/reconcile (checks)
For reconciling use the Tiller Labs add-on (under Tools when sidebar is open) to manually add transactions and flag for reconcile.
Manual splits via direct Transactions sheet editing (inserting rows, etc) or use the Tiller Labs Transaction Splitter.
Tracking surplus or overages in specific categories and savings goals.
Use the Tiller Budget for envelope/zero sum budgeting. Available via the Tiller add-on. Comprehensive guide here.
Use a transfer category to categorize credit card or loan payments when both accounts are connected to Tiller and feeding transactions to the same sheet. Learn more here
Advisors who want to use Tiller with clients
More on this coming soon!
How to add visual graphs
Amazon Add-on and how it works with Amazon Credit card
Amazon line item importer is supported and documented here in the Tiller Money Community. Review and post questions here.
How to view category spending over time
Will there be more comprehensive tax tools (paycheck calculator/tax estimate worksheet for w-2s)?
We don’t have anything coming down the line for tax estimated for W2 or paycheck calculator, but do have great resources for tax organization.
Set account nicknames on the Tiller Console. These will populate into your sheet on the next update. More info here.