New: Insights for the Tiller Foundation Template for Microsoft Excel

Originally published at: New: Insights Sheet Now Available for Tiller Foundation Template for Microsoft Excel - Tiller

We’re excited to announce that the Tiller Foundation Template for Microsoft Excel now includes the Insights sheet, a popular dashboard with helpful reporting previously only available for Google Sheets.

The Insights sheet provides quick insights into your current financial standing and recent spending as soon as you fill your Foundation Template with bank data, even before you categorize any transactions.

Your trends at a glance

You’ll see a few key insights from the last 90 days of your transaction data in the top left of the Insights dashboard. You also see some stats about how much data Tiller has pulled for you so far.

You can review the current balances of your three most active accounts based on transaction activity in the last 90 days in the upper left of the Insights sheet.

The Insights sheet also aims to provide a quick net worth calculation (assets – liabilities) based on accounts you’ve linked to this spreadsheet.

The Transaction Analyzer area near the bottom of the Insights sheet provides a few basic reports about the inflows and outflows in your Transactions sheet.

Keep in mind these are strictly based on whether the transaction amount is negative (outflow) or positive (inflow).

You can adjust the Transaction Analyzer’s settings to customize reporting data for a different time period or for a specific account.

Top 10 Inflows shows you the top 10 inflowing transactions, usually this is income, but it can also include transfers depending on what accounts you have linked and/or visible in the reports.

Top 10 Outflows shows you the top 10 outflowing transactions, which is usually spending, but it can also include transfers.

Note: If you don’t want transfers included in these reports you should make sure all your transactions are categorized and that Transfer category types are marked as “Hide” on the Categories sheet.

Top 10 Accounts by Activity shows you which of your accounts have the most transactions ordered by most to least active accounts.

Top 10 Descriptions by Frequency shows where you’re spending the most money, the total count of transactions across the selected date range, and how much money spent in total.

See even more insights after categorization

Set up your categories and start categorizing your transactions to fuel even more of the Insights sheet.

After categorizing transactions, grouped rows 19 – 31 will come to life as well offering you key insights into your top 10 income and expense transactions for the selected time period.

How to get the Insights worksheet

If you already have a Foundation Template set up for Microsoft Excel you can move a copy of the Insights sheet into your existing spreadsheet using these steps.

If you’re not yet using the Foundation Template we recommend you start fresh in a new workbook to take advantage of this and other dashboards in the Foundation Template.

You can access a fresh copy of the Foundation Template here and use the Get Started tab to set it up.

Additional changes with this release

This release of the Foundation Template also corrects a few bugs and limitations in the Monthly and Yearly Budget sheets, and introduces helpful conditional formatting on the Categories sheet to quickly spot duplicate categories or missing group/type settings for categories.

You can use these steps to move a copy of the updated Monthly and/or Yearly Budget sheet into your existing workbook.

Bugs/limitations fixed:

  • Monthly Budget sheet not totaling group % of budget amounts correctly
  • Could not use a group called “Income” as it would miscalculate total income on Yearly Budget sheet
  • Could not mix income and expense type categories within the same group
1 Like

I am having a hard time finding where to download this worksheet. Could you please provide a link to the download?

Thanks.

Robert Ekes

Its great to see improvements in Excel. Have locked and loaded. Well done. Henry

1 Like

@robert.ekes,

First you need to download a fresh copy of the Foundation Template. Here is the link.

Then you need to copy the Insights tab from the Foundation Template master you just downloaded into your existing workbook using these steps.

Got it.

Thanks.

Robert Ekes

Is there an easy way to convert from Google Sheets to MS Excel?

Morgan