The Foundation Template is Tiller's built-in budgeting spreadsheet — simple enough for beginners, flexible enough to grow with you. It's the spreadsheet that gets created when you set up Tiller for the first time, and it's fully supported by Tiller for both Google Sheets and Microsoft Excel.
What's included:
The Foundation Template is made up of several sheets (the tabs along the bottom of your spreadsheet). Here's what each one does:
Spending Trends: Visual breakdown of where your money is going over time
Transactions: Every transaction pulled in from your linked accounts, ready to review and categorize
Categories: Where you define and manage your categories and budgets
AutoCat: Where you set up rules for how you want your transactions automatically categorized by AutoCat
Monthly Budget: Track your spending against your budget month by month
Yearly Budget: A high-level view of your budget progress across the full year
Accounts: A space for you to customize how your accounts appear on the Balances sheet and correct account classes
Balances: The current balance for your linked accounts
Balance History (hidden by default): A balance record for each linked accounts when a refresh is performed
See extra sheets you didn't add?
If your spreadsheet has tabs beyond the ones listed above, they were either added by you or installed via the Tiller Community Solutions add-on. Community-added sheets are supported by the Tiller Community, not the CS team. If you have any questions, post in the Community forum.
If you're using an older Tiller spreadsheet, you may be on a template that's no longer maintained. You can check the created date of any spreadsheet on the Tiller Console.
Want a deeper walkthrough of how to use the Foundation Template? Check out the Tiller Foundations Guide.