Hello everyone! My name is Nashira and I rejoining Tiller. The first time I gave up after playing around with the tool but with all the new features I wanted to try again.
I am in the setup process and would like to know what is the best way to track savings and debt in the category sheet? After reading past questions, I really need to know if there is a video on how to set it up? I am a visual learning.
Sorry for the delay here
@nlynton. Welcome back!
Are you referring specifically to the Savings and Debt template from the Tiller Community Solutions add-on or just more generically how to track for savings and how to track for debt payoff?
I’m including a couple topics below to reference that have webinar recordings for options from the community.
The Savings & Debt sheet allows you to set, manage and track your savings and debt goals atop the new Savings Budget template.
The template delivers the following benefits for savings:
Create savings goals within categories with target amounts & deadlines
Track progress against savings goals
Compare whether budgets are sufficient to reach your goals
The template delivers the following benefits for debt & loan paydown:
Simple debt-payment workflows that…
The Savings Budget template is a simple envelope/rollover savings concept.
It is designed to deliver the following benefits:
Compatibility with Tiller’s Foundation template
In-category “rollover”/“envelope” savings workflows
Simple to use and get started
Activation of savings workflows on a per-category basis
In-dashboard workflows to modify budgets and savings values
Budget & savings change-history logging
Compatibility with the Savings & Debt tem…
The Debt Planner template helps you build a comprehensive debt payoff plan to help you achieve debt freedom. You can use a variety of payoff prioritization methods to build your plan including “ snowball”, “ avalanche” or a custom ranking method which allows to to rank your debts in the order in which you’d like them to be paid off.
Once you’ve entered your debts, set your monthly payment amount, and selected a payoff method, the template will projec…
I will check them out. Thank you.