Mobile App for Tiller Budget Template

[Brad.warren]

Hi @kyleware:

Using AppSheet, I have found it really helpful to first create a sheet in Tiller that pulls or produces the Tiller-housed data you want to see on your mobile device. Then reference the customized sheet in AppSheet.

This eliminates much the hidden complexities of formatting and formulas, but focuses on top-line results these produce. It offers great opportunities to create the custom solution you’re looking for.

For example, on my AppSheet solution, I wanted to be able to see my account balances. So I created an additional sheet in Tiller called, Mobile Balances. This sheet produces a simple roster of the current results that the Tiller Magic is producing behind the scenes on the Balances sheet: the account names, the date last updated, and the balances, using cell formulas like this: =Balances!B11, and so on.

In AppSheet, I pull the Mobile Balances sheet…works!

Does that help?

[njfulton]

@jdees

is required that I rename several columns in the budget columns’ set

Would you be willing to share a screen shot of what your appsheet app “View Columns” configuration looks like? Would love to try and be able to make this work with the foundation template. Thank you!

[richardpeng]

I’ve updated this mobile app for the Savings Budget Template that’s compatible with the Tiller Foundation Budget. I just have to create a anonymized spreadsheet and a new demo app. I’ll probably create a new post for the new app since the steps are very different from the ones for the Tiller Envelope Budget.

[jdees]

The names of tables/sheets that are used, or one of the specific sheets? The app calls 5 different sheets:

[njfulton]

Thanks for sending that. I was actually hoping to see what you had for your column names on the budget table. You said that you made some changes to that specific table?

Here are my column names. I attempted to start doing what you suggested (renaming), but I wasn’t exactly sure how/what to do.

Thanks a lot for the reply!
Nick

Here’s

[jdees]

Here you go

[njfulton]

Thanks for sending - just to confirm, you’re using the Foundation template? This is what my monthly budget looks like on my foundation template. Does it look the same as yours or did you rename specific columns in the actual spreadsheet?
Thanks again for your help!

[njfulton]

@richardpeng

I just have to create a anonymized spreadsheet and a new demo app. I’ll probably create a new post for the new app since the steps are very different from the ones for the Tiller Envelope Budget.

That’s awesome news! Thanks a lot for doing that! When do you think you’re doing to do the new post?

[richardpeng]

I’ve just finished and submitted my post:

Mobile App for Savings Budget Template

IMPORTANT: This workflow is based on the Savings Budget Template, which allows you to use envelope/rollover savings budgeting. I have not tested this with the Foundation Template Monthly Budget. What is the goal of your workflow? What problem does it solve, or how does it help you? I want to make it easy to make informed spending decisions when I’m out and about. I also want to perform frequent tasks like categorizing transactions and tracking my cash spending without having to be at my comput…

[lava890]

Has anyone noticed that transactions are not updating any more until the spreadsheet is loaded in a web browser on another device (laptop or desktop)?

[richardpeng]

I’m not sure what could be causing that. AppSheet is supposed to use the latest data from the source spreadsheets with 30 minute updates. I’ve found that leaving the spreadsheet open on my desktop tends to help some, but probably won’t fully solve this problem. Let me know if you find a better solution to this as well.

[lava890]

Well I figured out my issue. The “auto fill” option in the sidebar settings got toggled off at some point. I toggled it back on and it works again.