Hi @collinandholly have you had a chance to check out any webinars? There’s a 3-part series with a Q&A here: Webinar: Get a grip on your finances series there’s also the Tiller Money Foundations webinar here: Tiller Money Foundations Webinar
I think it might be helpful to watch someone use the template(s) in real time and you can get some ideas there. That’s how I learned how to use most of the Community Solutions. You can just search “webinars” in the search bar for the entire Community - there’s a bunch.
Morgan