Help with Financial Model for Agency

@nextlaunch in case it helps, and you should also be aware @Blake you can connect Tiller Money Feeds to any Google Sheet and it will create the necessary sheets it needs to feed the data. By default the core data sheets it will create are Transactions, Balance History, and Categories (a version without the budget month columns like the one in the Foundation template).

So if you already have those sheets (or versions of them) you can tweak the names/columns in your existing sheet and then wire the feeds up with it. I’d recommend doing this in a copy of your existing dashboard first to make sure everything works correctly and then consider doing in the live sheet.

This may save you time trying to retrofit things into the Foundation template…

Here’s a guide with more details:

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