New to Tiller and need help setting up

[heather]

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.

Docs: Savings Goal & Debt Tracking Sheet

Overview The Savings & Debt sheet allows you to set, manage and track your savings and debt goals atop the new Savings Budget template. Savings 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 [image] Debt The template delivers the following benefits for debt & loan paydown: Simple debt-payment workflows that…

Docs: Savings Budget sheet

Overview [image] 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 Responsive performance 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…

Docs: Debt Planner Sheet

Overview 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. [screenshot_2020-11-17_17-34-38] Once you’ve entered your debts, set your monthly payment amount, and selected a payoff method, the template will project…