We hope you enjoyed the webinar if you were able to attend live. Thanks for all the awesome questions. You can access a replay as well as additional resources below. Use the browser search (CTRL+F) to search for questions in the Q&A.
Replay
Resources
New Year
How do I get my budget ready for the new year?
Multi-Year Budgeting in the Foundation Template
Manually Add Bank Data to your Tiller Sheet
Foundation Template Refresher
Using the Spending Trends sheet
How to use Tiller to track your savings goals
Community-built solutions
Below are some helpful solutions built by the Tiller Community for end of year analysis.
Category Tracker
Yearly Insights
Comparisons
Q&A
| Question | Answer |
|---|---|
| Do you recommend entering your budget from the yearly budget screen, or the monthly budget screen? | Good question. The Yearly Budget sheet is the better picture since it includes every month and a total for the year, months can vary so the Monthly Budget sheet might give you a skewed idea |
| Spending trends tab is not on my foundation template. How do I get that? | Here are the steps! Using the Spending Trends Sheet | Tiller Help Center |
| How do I add the saving goals? | Here is a guide that should help: How to use Tiller to track your savings goals | Tiller Help Center |
| Is there a community post on suggested sub categories? I like Heatherâs and curious where there are other missed subcategories or areas where I can consolidate them. | Here is a guide with more on subcategories: Can I use subcategories with Tiller spreadsheets? | Tiller Help Center |
| Is there any functionality or breakage of templates if you use excel vs google sheets? | Here is a guide with more on using Google vs. Excel: Should I use Tiller for Google Sheets or Microsoft Excel? | Tiller Help Center |
| Thereâs no âspending trendsâ sheet in my tillerhq ss. How do I get it? | Hereâs how you can get it: Using the Spending Trends Sheet | Tiller Help Center |
| Where is the category tracker others have referenced in the chat? | Docs: Category Tracker |
| Why do some transactions download twice? | If you are seeing duplicate transactions, reach out to our support team and we can help troubleshoot |
| Is there an investment tracker sheet by any chance? | If you just want to track balance projections, you can try this template: Docs: Simple Investment Calculator for Google Sheets |
| How do you compare spending year over year in a easy to view way. Or even comparing Jan 2023 vs Jan 2024 for instance | If your data is all in one spreadsheet, you can just change the date chips in the Monthly or Yearly budget sheets to look at each time frame one at a time to compare. If you have your data in a new sheet per year, you can have them side by side to review |
| Q2: Is this program availble to Business Accounts? and where do I get some education on it if available? Thank you | If your institution is supported, you should be able to pull in and track your business accounts. If you are trying to use Tiller for a small business, this resource might help: Docs: Small Business Comprehensive Guide |
| I added a row in the Transactions spreadsheet tab but it did not show up on the Spending Trends tab. Then I added it through Add Transactions in the control panel and it was detected. Is this normal, that manually adding a row in the spreadsheet is not picked up by the system? | Itâs possible that when you first added it, it was not added inside the table range (Excel) or filter range (gSheets) that the rest of the templates are looking at for data. Youâll want to follow this guidance when adding data manually: Manually Add Data to Your Tiller Spreadsheet | Tiller Help Center |
| +1 to Darrenâs question regarding starting a new spreadsheet â the last few years Iâve created a new one but not sure if thatâs best practice | Itâs up to you! I prefer to start fresh every year because I like to tweak my categories and my expenses arenât always to same year over year⌠Starting fresh each year can also help you prevent hitting any data limits and slowing your sheet down. |
| Does everyone create a new spreadsheet for each new year? I just keep rolling it all in. | Itâs up to you! Thereâs a few discussions in the Tiller Community where other customers share what they do, hereâs one: Same Sheet or Different Sheet for 2024? |
| Spending Trends sheet. Under Income and Expense Breakdown, there are no listings, lines and rows from line 10 is totally empty. How to resolve? | Might be an issue with your Categories sheet. Our support team can help you troubleshoot that. |
| Can you have Group level budgets instead of individual Category budgets? | No, our Foundation Template is only built to have budget amounts per category |
| Using âAdd & Manage templates feature will prompt you to update the template if there is a new versionâ, I see the option to Restore Template, which sounds like an action to take after a disruption, as opposed to being prompted to update âŚ. do I need to âRestoreâ in order to be up-to-date? | No, restore is only necessary if the template was accidentally broken. It would say something like âupdateâ if the version is stale. |
| Does Tiller allow us to preassign money before the money is spent? (more true to the original envelope accounting think) |
Not really, you assign transactions to categoriesafter they are posted and have pulled into the sheet. You can budget for amounts you anticipate to spend, or you can manually add a transaction that you know will occur later - youâll just want to remove the manually added transactions once the money is spent and the transaction is pulled into the sheet. |
| I use the Excel version and I donât see the more space feature. Is that on Excel yet? | That is only on Google Sheets |
| Is there an upper limit on the number of lines that a Google Sheets template can safely handle? If I would like to keep last yearâs data, will I be in danger any time soon of running out of rows and/or resources? | The actual limit is 2 million cells. It will be a while (think, several years) before you may run into that limit. |
| In the yearly budget does the amount in the January through December section show just the Year to date amounts or does it take include the whole year | The budget amounts are for the whole year, but the actuals and available are only year to date if not all of the data from that time range has pulled in yet |
| when you send an email with link to this presentation and other resources can you include a link to how to set up the âBudget Planâ google sheet. Last year I randomly found the video on the internet but would be good if you just included it when you send out the email following this presentation. Thanks | The budget plan sheet is built and supported by the community, it isnât something our team built or can demo. You can ask more about this sheet here: đ Budget Plan - Google Sheets |
| When you wipe out that historical data, each time you load transactions will it just fill back in? | The first time you fill a sheet, it will pull in that historical data. From then going forward, the fills will only pull in new data. If you delete a transaction from your sheet, it wonât fill into that sheet again. |
| When you wipe out historical transaction data, each time you load transactions will it just fill back in? | The historical data will pull into your spreadsheet with the initial fill, but after you remove those lines of data they wonât pull into that same spreadsheet again. Only new data will fill in going forward |
| Is there a way to determine if a template, like Spending Trends, is up to date (e.g. is there a more recent one available)? | The Tiller Money Feeds add-on under the Tiller Solutions > Add & Manage templates feature will prompt you to update the template if there is a new version. |
| Are there any resources (current or maybe coming soon) for tracking net worth over time? | There are a few templates in the Tiller Community that help track Net Worth, but nothing built into the Foundation Template at this time. |
| In EXCEL â where/how do I find the Tiller predefined & linked Column headers for 2025 CATAGORIES? | There is a hidden tab called New Year |
| Several of us asking for Excel whether there is a hidden tab to add 2025 or just copy and paste 2024 | There should be a hidden New Year tab in Excel |
| This question can be answered after live Zoom. Iâve tried to use tiller on my iPad, it never works. Will tiller, tiller data feed function on an iPad | Tiller is not built for mobile and we recommend that you use it on a computer. You can use the Google Sheets/Microsoft Excel mobile apps to view your sheets and make simple edits, but you will not be able to fill your sheet with new data from a mobile device or iPad. |
| Is there a list available of bookkeepers/tax prep help for those who use Tiller? | We are working on a list but it isnât ready yet, in the meantime you can ask in the Community: https://community.tillerhq.com/ |
| My bank is only loading the last quarter of transactions. How do I get Tiller to load the last year of transactions? | We can usually pull 90 days of transaction data with the initial import when you link an account, but this can vary by institution and account. We donât have a way to extend the look back period. You can always manually add older data to your spreadsheet. How to Manually Import Your Bank Data | Tiller Help Center Going forward, new transactions will accumulate and be available to fill into your spreadsheet. Note that some institutions may require you to manually refresh on the Tiller Console in order for us to pull the data and youâll need to use the Tiller Money Feeds add-on/add-in to fill the new data into the spreadsheet. |
| When will Hello Money Include the manual account we have set up to see the total financial picuture in the daily email? | We donât have an ETA on this, but we recommend that you make a fewature request so we can see how many other Tiller customers are interested in having their manual accounts on Hello, Money |
| Any hope AppleCard transactions will become part of your Yodlee connections? | We donât have any news on this yet, but we are working on a connection for an additional data aggregator and they might have better connectivity than Yodlee. We are still in our testing phase and donât know how it will work with Apple Card either at this time. |
| How did you do the subcategories? | We donât technically have subcategories, it goes Type > Group > Category in Tiller. |
| how many years can be added before the program slows down? | We have customers that have used the same sheet for 5+ years. It depends on if you have complicated dashboards, formulas, and dozens of active accounts. You can check in on your gSheet data limits using this tool: What Should I Do If I've Reached the Google Sheets Data Limit? | Tiller Help Center |
| I would like to demo Tiller for others, but I donât want to use my data since that is personal to me. Can I download Heatherâs data or something similar so that I can show Tiller to others? | We have some sample data available from the Tiller Community here: Tiller Feeds Sample Data (for Google Builders) |
| If I start a new sheet for 2025, will i have to creat auto cat rules again? | Yes you will, but you can copy/paste over your AutoCat rules from your 2024 sheet if the rules are still accurate. |
| To confrim. The step to a âfresh startâ is to create a new sheet and the delete the data after I import to the new sheet? | Yes, if you only want 2025 data in the new spreadsheet youâll have to manually remove any older data that will pull in with that inital fill |
| I donât seem to have the spending trends tab. Is that a google sheets only feature? Iâve been using Tiller since 2023 so my sheet may be old. | Yes, itâs a newer template. Hereâs where to get it Using the Spending Trends Sheet | Tiller Help Center |
| How can we increase the number of columns in the Categories tab to show more months in the budget scoping sheet? | Yes, you can add more columns to the Categories tab: Multi-year Budgeting in the Tiller Foundation Template | Tiller Help Center |
| I think I need to start fresh with a new sheet in 2025. Will it be possible to link my same accounts to multiple sheets at the same time? (So, leave my 2024 active while also starting my 2025?) Thanks! | Yes, you can have up to five linked spreadsheets for a single Tiller subscription and you can link any of your accounts to each spreadsheet |
| Is there a way to hide one of my liability accounts so it doesnât show on the âBalancesâ sheet? | Yes, you can hide accounts in the Accounts sheet. |
| I have added my 2025 year into the current 2024 cattegories sheet. When I click on the yearly budget tab, I see 2024. If I want to see 2025 yearly budget, do I just switch the year in A4? | Yes, you can just switch that date and you should see the 2025 data once you have 2025 transactions pulled in and categorized. |
| I missed the excel portion for carrying over category months for 2025. Am I good to just manually type Jan 2025 in the cell next to Dec 2024 and carry that formula over for the rest of the year? Or is it formula driven in excel? |
Yes, you can manually add in the 2025 months (there is also a hidden New Year tab). You will hve to ensure the new months are inside the Excel Table boudary and update the format to currency for the budget amounts |
| how to I adjust the date range in the Budget year view my current view is thru 5/2025. I would like to change it tp 12/24 | You can adjust this using the cell A5 to select a different month |
| Q1: Please explain the Categories subject! I am still a novice, but I like to know if you can create a NEW category and I found out that i couldnt save all the categories so everytime I brought a new SS I completely lost all the categories and I had to start al over again. | You can create a new category by populating the category, group, and type in the Categories sheet. This guide might help: Customizing Categories | Tiller Help Center |
| Where are the other templates in excel? | You can find templates in the Tiller Money Feeds add-in under Tiller Solutions > Add & Maange Templates |
| How to get rid of duplicate entries in Transactions tab. Thank you! | You can manually remove lines of duplicate transaction data. If you see duplicates persist for a week, please reach out to our support team and we can troubleshoot. |
| One of my bank cards is not refreshing (5 months now), requiring manual import. Is there a simple answer as to why this is happening and if it will ever be fixed? | You can reach out to our support team and we can dive into the connection issue |
| My transaction sheet showed a duplicate of about 6 transactions. How does that happen? What can I do to rectify it. I double checked my credit card and saw that they only charged these items once. | You can reach out to our support team and we can troubleshoot the issue if you see duplicate data pull in for over a week |
| Is there a way to archive accounts that are no longer active, but you want to keep the transaction and balance data from? | You can select hide for these accounts in the Accounts sheet |
| I would like to retain historicial data, but will not be using the same categories in 2025. How can I retain some categories, but not include them in 2025? | You can use the Hide option in the Categories sheet for the Categories you no longer wish to track in your templates |
| If I start with a new budget in 2025 can I delete some of the categories from 2024 that transactions are assigned to? I want to keep the transaction history but not the budget history. | You can, but you will see an error in the Categories column for those transactions that no longer have a âcategoryâ from the category sheet. Youâll want to clear out the categories or reassign those transactions before deleting the category from the Categories sheet. |
| Hi Morgan! My Tiller looks different from Heatherâs. Are there updates I can access? (Iâve been a user since ~2022) | You might not have the Spending Trends sheet, this guide can help you get it: Using the Spending Trends Sheet | Tiller Help Center If thatâs not the discrepancy, you can reach out to our support team to dive in more |
| Hi! My Categories Tab has all my categories Grp and Type, but all the numbers are $0.00. How do I get the numbers in here? | You will type in the budget amounts in the Categories sheet, itâs just where you set the budget amounts (in those $0 cells) your actual spending only pulls into the Transactions sheet. |
| Q: Did you answer this today? Why is my Monthly budget View showing 0âs? Thanks! | Youâll need to set your budget amounts in your Categories sheet first |
| and assumin I have not added/deleted any, will my AUTOCAT line entries created in 2024 still apply for 2025 transactions? | Your AutoCat rules will apply to your 2025 data if the rules are the same and the rules sheet is in your 2025 spreadsheet |
| Are any changes made between annual versions logged anyplace? | We donât currently have a changelog thatâs organized and public. There havenât been many changes other than some small bug fixes to most of the Foundation Template sheets. Itâs mainly been the addition of new templates and those are installable under the Manage Templates option. |
| Are IRAs consider a transfer? I have a vanguard acct and how should that be set up? | Yes, generally we consider IRA contributions to be transfers, but how you categorize it depends on your preferences. There are several topics on this in the community if you search for IRA. |
| Are there any repercussions to continuing to add new years to a sheet that already has multiple years of data? | Eventually you could see some slowness in your spreadsheets after many years of data combined with complex templates. |
| are you finding google sheets is easier than excel to use with tiller? | Itâs really a matter of preference. I (Heather) personally prefer Google Sheets |
| Can I halfway switch to 2025? Update Categories to 2025, but leave all Transactions from 2024 and just let it keep adding to them? | Yes, you can definitely just leave the 2024 data but switch the budget months to 2025 on the Categories sheet. |
| Can I copy my actuals for 2024 and use it as my budget for 2025? | Yes, you can absolutely do this! |
| Can I just copy and paste from monthly budget into the Categories month? | Yes you can do this but recommend doing a right click > paste special > values only and youâd want to do them one at a time. |
| Can I just rename my excel 2024 to a new file name 2025 and thus have 2 sheets but the new 2025 would have the old data | Yes. |
| Can we copy the entire spreadsheet to a new name (e.g. 2023-2024), without linking it to the console, then delete 2023 and 2024 from the current spreadsheet? Or does that produce misleading information? | Yes you could make a copy of the Google Sheet and donât link it and rename it as an archive of the 2023-2024 data. |
| can we simply do a save as and retitle to 2025? | If youâre doing to do this then you would want to link that new save as 2025 sheet as well using Tiller Money Feeds. |
| Can you show an example of setting up an Auto-Cat | You can see our guides here for Google Sheets: AutoCat for Google Sheets | Tiller Help Center and Excel: AutoCat for Microsoft Excel | Tiller Help Center |
| Category sheet - Is it possible to add another column between B and C without messing with any formulas? | Iâm not sure if adding a column in that position would break anything. Most likely not but I donât know for sure. I know that some columns can be added to the right of the Hide from reports column in the Categories sheet without issues. |
| Could you add 2026 to the same category sheet next December, so you would have 3 years? | Yes, you can add more than two years to the Categories sheet. |
| Do I do a full new sheet with new categories and rules for a new year? | This is completely up to you, recommend this guide: How do I get my budget ready for the new year? | Tiller Help Center |
| Do you have a good way to recommend accounting for health costs? | You can use a category thatâs specific to health costs or you could use a tag if you donât want to get as granular with your categories. More on Tags in the community: Docs: Tags Report for Transaction Tagging |
| do you have any free consultation to help customize a budget or working through something we woudl like to do? or are the consultation for a fee? | We donât offer this as a service at this time, but you may want to search around and reach out in the Tiller Community. We also have the Tiller Financial Professionals directory, but itâs still a bit under construction: Financial Professionals Directory - Tiller |
| Do you offer one on one sessions for questions? | We do not at this time. |
| Does Tiller allow for Buy Now Play Later, setting goals, etc. | More on the Savings Goals sheet that was in the demo here: How to use Tiller to track your savings goals | Tiller Help Center |
| Does Tiller work just as well now in Excel as it does in Google? Excel seemed to be somewhat compromised previously. | Yes, we can acheived parity with Excel other than community solutions being installable via an add-in (coming in the future) and auto fill. We likely wonât be able to offer Auto Fill for Google Sheets just because usually itâs stored locally on your computer. |
| For Savings Goals, can you map multiple accounts to a single goal? | Youâd have to break up the goal onto separate lines. |
| How do we pull data into a consolidated multiyear sheet if we start afresh every year? | If youâve been in the habit of making new sheets every year and want to consolidate Iâd recommend just doing that going forward or you can copy/paste the data from the other sheets into a single sheet. |
| How do you recommend we track transactions that happen only once a year? Is there a way to track yearly expenses separately? | You can just set the budget to $0 for months where you donât have that expense. If you want to see accured savings for a particular category youâd want to use the Savings Budget sheet. Docs: Savings Budget sheet |
| How many excel sheets can you have linked to the tiller console per subscription? | You can have up to 5 spreadsheets linked to your Tiller subscription. |
| I am getting an excel note: Slow Workbook? 98% of your workbook has unused formatting and metadata that can be optimized to improve performance. (This after I downloaded the new foundation spreadsheet for 2025) | Sometimes Iâve seen this in Excel Online, but not usually on the Desktop version. Itâs definitely something for us to look into. |
| I have used Tiller for this full year. I have set up a bunch of categories, but you have SO many. Is there an advantage to this? | The amount of categories you have is really based on personal preference. The more you have the more granular youâre able to track things. It really depends on how detailed youâd want to be. |
| I joined super late so I am going to have to listen to the recording. My appologies if this question was already answered but I have a fidelity card that got transitioned to the new connection. I still have the old connection in my my.tillerhq.com. How can I get rid of that? | You can delete the old connection by clicking on the Edit option and choosing to remove the accounts. |
| I remember thereâs a way to turn off the edit warning. Could you remind me how to do it please? | You can turn off the edit warning from the Data > Protected Sheets and Ranges option |
| I started adding 2025 by going month by month because I am new. How can I overwrite those and get the whole year instead? Iâm keeping 2024 because I only have 3 monthsâ data fro some reason. | Youâd want to just clear those columns and follow the steps in this guide or watch the demo again of how to add the additional 12 months. Multi-year Budgeting in the Tiller Foundation Template | Tiller Help Center |
| I want to create an addâl sheet to track monthly expenses, with roll-up to annual | Iâm not totally sure whatâs meant by this question, feel free to reply to this topic and elaborate. |
| I would like to go over transfers to accounts like checking to credit card | Hereâs our guide on transfers: Understanding Transfers | Tiller Help Center |
| Iâm curious about whether you have take home or gros spay because it looks like you have some line items for pay deductions and withholdings (health insurance, HSA, taxes) | There are some workflows and templates in the community to support this. I do track some of my deductions like my health insurance and HSA contributions, but I donât track the taxes that come out. I just categorize my tax refund as paycheck to round it out after the year is up. |
| if i have two years in transactions and want to delete the oldest transactions without affecting balances | You can just delete the transactions, it wonât affect the balance history. |
| If i start a new 2025 house hold budget sheet, what is the best way to import the categories to the new sheet from the previous year? | Youâd need to copy and paste them from the old sheet to the new sheet. |
| If I want to add categories in 2025 can I just add on a line in the template. I tried to do it last year and I received an error message and could not get the numbers to click into the system. | You need to add all categories and budgets to the categories sheet. |
| If I want to have each year be in itâs own sheet, What do you need to do to historically freeze the sheet (turn off updates from online banking, etc.)? | Just unlink it from Tiller How to unlink or disconnect a spreadsheet from Tiller | Tiller Help Center |
| If Iâm importing apple card transactions, how do I indicate which apple card account they belong to? My wife and I both have our own Apple Cards. Thanks! | I think youâd need to update the data in the Account # or Account column after the import. Depending on how youâre importing it. |
| if starting fresh does it automatically copy from categories and autocat? | No youâd need to copy/paste re-create those. |
| If we overspend, and want to manage covering the yes spending with where it came from, how do we do that? | I think youâd want to check out the Savings Budget: Docs: Savings Budget sheet |
| if you have to save for all your goals - multiple - with one bank account - transfer bqck and forth between accounts - how to you manage that complexity | This is a good question. If youâre transfering money into a checking account, for example, for a goal once youâve acheived it and are ready to spend the money on that goal Iâd recommend marking the goal as inactive (just uncheck the active box on the Savings Goal sheet) after you make the transfer that way the reamining money will go to the other goals. |
| Instead of creating a new Google Sheet, can I use make a copy so I can keep all my categories? | Yes. |
| Is the Autofill feature coming to excel any time soon? | I donât think weâll be able to offer Auto Fill for Excel because most workbooks are stored locally on your computer. We may in the future be able to offer AutoFill for One Drive sheets, but we havenât explored this yet. |
| Is there a community tracker for Excel? Or is only for Google Sheets? | There isnât a community solutions add-on for Excel right now. |
| Is there a template to compare year over year data? Iv | This community solution comes to mind: Docs: Comparisons report |
| Is there a way to figure out if you are going to run out of money by the time you get paid again. | There isnât a way to monitor this out of the box with Tiller. There may be some community solutions available. |
| Is there a way to link multiple templates in separate files but still allow the sharing of data, ie savings template with default template so you can keep things separated? | Yes, you might want to check out the IMPORTRANGE feature in Google Sheets. How To Import Financial Data From Tiller Into Another Google Sheet Iâm not sure how you would do this in Excel. |
| Is there an investment tracker sheet and/or retirement planning sheet for excel? | There may be others in the community, but this one comes to mind: đ Retirement Planner Template (Excel) |
| Is there another webinar to discuss the best practices to transition to a new year? Meaning, should you start fresh with a new spreadsheet, or continue with an old sheet and just archive/remove old data and setup new categories/budget? | I think we covered this a good bit in this webinar. This is really a matter of personal preference. When in doubt, just use the same sheet. |
| Is there any way to do a kinda blank slate? What I mean is start a fresh sheet but have some way to bring end-of-year category balances over for comparisonâs sake? | You could just leave/copy over Decemberâs data in the new sheet. Just make a copy of your Google Sheet and link the copy (with a new name) and then clear the historical data you donât want to see. |
| is there way to update my spreadsheet to the current version? Mine is from 2021 and Iâd like to keep historical data if i can. | The best way is to just update your template sheets like Monthly Budget, Yearly Budget, etc using the Tiller Money Feeds add-on template management features. Excel: Using the Tiller Money Feeds add-in for Microsoft Excel | Tiller Help Center Google Sheets: Using the Tiller Money Feeds Add-on for Google Sheets | Tiller Help Center |
| Is your income line item gross or take home? | In the demo the income line item was take home for the demo data. |
| My Categories Sheet is all zeros. Should I delete this sheet and reload a new one? | The Categories sheet starts out as all zeros becuase thatâs where you add your budget amounts per category. So I think itâs just working as expected if you havenât set budgets there yet. |
| Not sure I understand why I would want to create a new sheet for the new year? Is there some benefit to doing that? I would think it is valuable to have your historical data? Maybe Iâm missing something. | This is personal preference, itâs really just if you prefer a fresh start. |
| On the Monthly Budget I have my credit card payments showing as a negative number. | Usually this would be the case if you didnât categorize the other side of the transfer to net things to $0. We recommend that credit card payments, unless youâre working on paying down debt, be transfer categories, which wonât show on the budget. |
| Please recommend some default categories users track? I would like a list to download to help me think of categories. I need to get better tuned. Thank you | There is a great community post about which categories to use. |
| Since you can connect multiple Sheets, can you keep one for all your add-one sheets and process all transactions in both sheets? | Yes, you might want to check out the IMPORTRANGE feature in Google Sheets. How To Import Financial Data From Tiller Into Another Google Sheet Iâm not sure how you would do this in Excel. |
| so we have sonâs living expense and transfer from 529 account to pay for college - all from different accounts - then it all needs to be there in the checking to pay bills on the date - | Thereâs probably some workflow with Transfers youâd want to use here. Iâd recommend searching/asking in the Tiller Community on this one. |
| Sorry if I missed this, but if you create a new spreadsheet (for 2025), will it automatically carry over all your categories and auto-cat tabsheets (and other custom items), or do you have to copy-n-paste those from your 2024 sheet? | Youâd want to copy and paste from 2024 in to the new sheet or you can just make a copy of the 2024 sheet and rename it, link it using Tiller Money Feeds, then clear out historical data you donât want to see. Make sure you link the same accounts to it and it should pick up where it left off. |
| This is our first year using Tiller. We are nearing retirement in the next decade. What reports or tools are helpful in retirement planning? Is there a report or chart that can also come from Balance History tab to see the progress weâve made in our retirement accounts over the past year? |
You may want to check out the Net Worth sheet in the Tiller Community, and there are some other retirement planning/tracking sheets. We donât have officially supported workflows for this right now so Iâd recommend searching/asking in the Tiller Community to learn how others are doing this. |
| What are the data limits if I choose to continue adding transactions to my current spreadsheet? | There isnât a hard limit that we have identified. |
| Whatâs the âInsightsâ add on sheet? I see itâs good for starters⌠| The Insights sheet is another template available in the Tiller Money Feeds add-on that you can add thatâs more of a tracking focus vs budgeting. |
| When making appreciated securities donations to charities, is the only option available to use a manual entries in the transactions tab? My bank, which also has my investment accoutns, currently only automates Tiller updates with checking, money market, and mortgage accounts / transactions. | Probably? I donât fully understand the question or the workflow so feel free to reply to this topic to elaborate and/or search/ask in the Tiller Community from advice on how others might be doing this. |
| when you start a new foundations template how do you get all the balances to transfer from the old one? is there something automated or do I just have copy over any remaining balances in each of my categories? | Your balances are populated in the Balance History sheet, and when you fill the new spreadsheet with data your balance data will pull into that sheet to them be displayed on the Balances sheet. The categories arenât connected to the balance amounts. |
| Which report does Hide hide from? Would you recommend hiding credit card payments? Transfers between checking and savings? | Hide will hide the account from any visualization template, so think the Monthly and Yearly Budget sheets. It wonât be hidden from your Transactions sheet since that a log of all of your data for connected accounts |
| Why do you consider Investments to be a Transfer Type and not an expense? Donât you want it to count as an expense you budget for? | It can be, if the money is being saved it can be viewed as either an expense or just a transfer of money from one account to another. Thereâs no right or wrong way to view it, so if investments make better sense to you as expenses then thatâs how you can catgegorize them. |
| With a new sheet each year, it would make it harder to search / report on multiple years, yes? | If youâd prefer to see everything in one sheet then yes, however you can open mulitple spreadsheets at once to view each yeras data if you have one year per sheet |
| With creating new sheets for each year, is there a way to look at current year data compared to previous years? | You can have both sheets open and view the Yearly Budget template in each spreadsheet for their respective years |