Multiple people in one sheet

First, I need to say that I’m a big Tiller fan after only a few months of use. The default template plus the community templates for retirement planning have me feeling more confident about my money than ever. I love that I can get into the details and explore rather than just relying on some PDF from a bank or advisor.

Now that I’ve got my own financial life fine-tuned in Tiller, I’d like to add my domestic partner, so that we can plan together. (She’s invested in Monarch since Mint died, and is wary of doing another thing.)

I’m sure I can connect her accounts, add her budget categories, and begin planning, but I also like the idea of seeing just “my stuff” and “her stuff”, so that’s what I’m trying to figure out. My best idea is to toggle the “hide” fields on the accounts and categories tabs, maybe even making a quick script to switch from one person, the other person, and both.

I think that should work, and even impact the Cash Flow Forecast and Retirement Planner sheets.

Are others doing this sort of thing?

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Hi @endquote,
One way to approach this might be @Caroleen’s suggestion to create multiple Hide columns and switch between them as needed:

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Hi, I have worked extensively to bring my partner’s finances into tiller and feel successful with how I’ve accomplished it. I have set it up to handle the two people thoroughly, IMO. There is data/analysis for me, my partner, joint, my partner+their portion of joint, me + my portion of joint.

I’m happy to share more if you’re interested.

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That’s exactly what I’m going for! I’m sure I could figure it out but would love to be inspired by others who’ve come before.

Thanks for taking the time @kyle.sullivan.me !

Let me look at it today and redact info/etc so I can share the full workbooks (there’s 2 of them). I’ll share some screenshots first (today) to give you a better sense for what I’ve created.
Kyle

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Link to my sanitized, cleaned up worksheets that show how this works. The chart workbook can probably be copied as is, but your base tiller workbook needs to be modified to add in the 4 columns that specify the portion of the expense that each person is responsible for. The chart workbook uses the “importrange” function to bring in the transactions and categories from your base tiller workbook.

Chart workbook

Tiller base workbook

Below are some screenshots of the inputs/outputs I’ve set up.

Here are a few brief explanatory notes:

Disclaimers:

  1. There are some imperfections in this workflow/spreadsheet.

  2. This “sanitized” version of the spreadsheet has AJ/KJ inputs that aren’t matched up properly with the transaction on the row. That had to be done manually be me when sanitizing and I couldn’t get it to match up row by row for some reason.

Naming conventions:

  1. J = Joint, A = Ashleigh, K = Kyle, AJ = Ashleigh portion of joint expenses, KJ = Kyle portion of joint expenses

Transaction inputs:

  1. If purchase is made on joint card/account, no input is required in the AJ/KJ/A/K columns (right side of screenshot). This is set up like this because we each pay 50% of the joint card purchases. If that was not 50%, additional formulations could be added to correctly attribute the right percentage to “AJ” and “KJ”. It may be able to be done by inputting the

  2. If purchase is made on a personal credit card and is a joint purchase, but one person is paying for it all or part of it, then you would input the amount that each person is responsible for. We use splitwise to input this information as well, so that we know how much we owe each other for situations like this. My goal is to be able to take this information from Tiller, but I’m not there yet.

  3. Any money moving between my personal accounts, my wife’s personal accounts, and our joint accounts are all considered transfers (“T in” and “T out” categories).

  4. As you can see, there is an input for percentages (A%, K%). I used to have formulas in each of these 4 cells for every row. They were formulas that referenced each other as a circular reference, so that if the user inputs a number in any of the 4 cells, the $ cells are populated automatically. For example, if I want to input 40% into K%, and it’s a $100 expense, $40 will show up in the KJ$ cell and $60 will show up in the AJ$ cell. These $ cells are the cells used in the output charts.

Outputs:

Below are example outputs of the data (table, bar chart, and pie chart).

Use examples:

  1. I will look at “K” actuals to see what my personal (non-joint) expenses are.

  2. Ii will look at “J” (joint) actuals to see what our overall joint expenses are.

  3. I will manually add K and ½*J to understand what my theoretical financial spending projections would be if I paid for ½ of all joint expenses, plus my own.

  4. I will look at K+KJ to understand what I actually paid for, personal and my portion of joint expenses.

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