What is the goal of your workflow? What problem does it solve, or how does it help you?
This google sheet helps couples to manage a shared financial budget that involves multiple accounts. If you can imagine trying to figure out which bill was paid by who and on which account. My wife and I have multiple points cards that we leverage and being able to see what was paid with which account is a huge help to us.
How did you come up with the idea for your workflow?
Over the last few years, I have modified and reformatted this sheet to better organize and show where our budget stands each week out of the month. At first, I was entering each transaction manually. When I found Tiller I was very excited and used my current solution with Tiller to make an automated easy to view solution.
Please describe your workflow. What are the sheets? Does it use any custom scripts or formulas?
This sheet uses 4 tabs.
- Month Tab: This tab gives you a simple overview of the month’s expenses. My wife and I have found that splitting up our spending money into weeks is very helpful. In this tab you can edit the following:
- Monthly Income
- Bill Amounts
- Bill due dates ( double click to see calendar view for selection)
- Weekly Spending Budgets
- Which dates you want your weeks to start and stop (double click to see calendar view for selection)
You can see the following:
- Account balances for each of your accounts.
- How much you have spent on each account during that month.
- CONTROL CENTER Tab
This tab allows you to delete or add bills to your monthly view. also in this tab, you are able to associate specific transaction descriptions with specific bills. This is where you can control if a specific transaction description should be taken from the water bill or the monthly expenses which will take away from your weekly expenses depending on the date.
- Transactions Tab:
This tab is where all the transactions that Tiller collects are stored.
- Balance History Tab:
This is where the balance history that tiller collects is stored.
There are a lot of custom formulas that connect the four tabs together. Check out the example below to see how it works.
Anything else you’d like people to know?
I am very excited to organize and help others be successful in their personal budgets. I am open to suggestions
Is it ok for others to copy, use, and modify your workflow?
Yes, you can use this solution.
If you said yes above, please make a copy of your workflow and share the copy’s URL: