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How to Create a Budget Spreadsheet

Updated: Jan 4

This is the ultimate guide to budgeting spreadsheets! If you're a seasoned pro looking for a way to streamline your finances or a novice looking to get started, this step-by-step guide will make it easy to make your own budget spreadsheet. 


There is no better budgeting sheet than Tiller.


Tiller helps users take control of their finances by leveraging the familiarity and flexibility of spreadsheets. By integrating with your bank account, it automatically imports transaction data, allowing you to track income, expenses, and financial goals in real time.


How Tiller Works


Tiller combines cutting-edge financial technology with familiar spreadsheet software. By integrating with your bank accounts, Tiller automates tracking and managing personal finances. Tiller retrieves real-time transaction data from your financial institutions once you connect them. Your financial activities are then automatically populated into customizable Google Sheets or Microsoft Excel templates.


Tiller is flexible and customizable. Spreadsheets can be tailored to match financial goals and preferences. Customize categories, set budget parameters, and design reports to gain deeper insights. Tiller's level of customization sets it apart from other financial management tools.


Users save valuable time and ensure accuracy with Tiller's automated transaction tracking. No more poring over bank statements. Tiller continuously updates your financial information, giving you a real-time overview.



Top Tiller Features


Bank Integration


Banking integration is the cornerstone of Tiller's effectiveness. Users can securely link their bank accounts. Over 20,000 financial institutions are able to seamlessly and automatically provide Tiller with transaction data.


In addition to saving time and effort, bank integration ensures the accuracy and completeness of financial records by eliminating manual data entry.


Tiller also employs bank-level encryption and security measures to ensure that sensitive financial information is always protected.


Customizable Spreadsheets


Tiller's customizable sheets feature sets it apart from all other budgeting tools. Your financial spreadsheets can be tailored to your unique goals and priorities with Tiller.


It lets you categorize expenses, allocate budgets, and track expenses the way you want. No matter what your style is, Tiller's customizable sheets fit you.


Automated Transaction Tracking


You can save time and ensure accuracy by automating the import of transactions with Tiller.


Tiller retrieves live transaction data from your bank accounts as soon as you link them. Tiller captures and records every purchase, payment, and income automatically. You save time and ensure accuracy by eliminating manual data entry.


Continuous updates ensure that your financial spreadsheets are always up-to-date. Tiller gives you trustworthy, up-to-date information to make informed financial decisions.



Expense Categorization


Easily categorize and label expenses for a detailed breakdown of where your money is going.



Security and Privacy


Tiller employs bank-level encryption and security measures to protect your financial data. It never stores your login credentials, and all data is encrypted during transit and at rest.


Getting Started with Tiller


Step #1: Start your 30 day free trial. Create your account by signing into the Tiller Console with a Microsoft or Google account. Enter a payment method in the Checkout screen (30-day free trial, then $79 annually). Click "Start trial."



Step #2: Securely connect your financial accounts to Tiller under the Connected Account Summary on the Tiller Console.


Step #3: Select your favorite spreadsheet template and have it created in seconds.


Click here for the step by step details written by Tiller.


Users will need to set aside anywhere from 15 minutes to three hours. It depends on how much time you want to spend customizing and automating your tool. Users also need to decide how much time to devote to the process together and independently.

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