How to Create a Budget Spreadsheet
Updated: Aug 4
This guide will help you create a budget spreadsheet step by step. It works for both beginners and people who already use spreadsheets to manage their money.
Tiller is one of the best tools for creating and managing a budget spreadsheet.
Tiller connects to your bank accounts and automatically adds your transactions to a spreadsheet. This makes it easy to track your income, spending, and financial goals.
How To Make a Budget Spreadsheet
Whether you are creating a budget together for the first time or improving your current budget, the Budgeting as a Couple Checklist can help.
The checklist and related articles can help you communicate about money, lower financial stress, and work toward your goals as a team. They can also help you make sure your money supports the life you want to build together.
Create a Budget Spreadsheet
Tiller makes it easy to create and update a budget spreadsheet. It automatically adds transactions from your connected bank accounts to Google Sheets or Microsoft Excel.
Tiller also offers templates that you can change to fit your needs. You can organize your spending, track your income, set goals, and keep your budget updated without entering every transaction by hand.
How Tiller Works
Tiller combines financial technology with spreadsheet software. After you connect your bank accounts, Tiller collects transaction information from your financial institutions.
Your income, purchases, and payments are then added to a Google Sheets or Microsoft Excel spreadsheet.
Tiller is also flexible. You can change the spreadsheet to match your financial goals and personal preferences.
You can create your own spending categories, set budget limits, and build reports that help you better understand your money. This level of control helps Tiller stand out from many other budgeting tools.
Tiller’s automatic updates can save you time and reduce mistakes. You do not have to review bank statements or enter every purchase yourself.
Instead, Tiller keeps your spreadsheet updated and gives you a current view of your finances.
Top Tiller Features
Bank Integration
Tiller allows you to securely connect your bank accounts. More than 20,000 financial institutions can provide transaction information to Tiller.
This connection saves time and helps keep your financial records complete and accurate. It also removes the need to enter transactions by hand.
Tiller uses bank-level encryption and other security tools to protect your financial information.
Customizable Spreadsheets
Tiller’s customizable spreadsheets are one of its best features.
You can change your spreadsheet to match your goals and priorities. You can choose your own spending categories, create budget limits, and track expenses in the way that works best for you.
Automated Transaction Tracking
Tiller automatically adds transactions from your connected bank accounts.
It records purchases, payments, deposits, and other transactions. This saves time and lowers the chance of mistakes.
Tiller also updates your spreadsheet on a regular basis. This gives you current information that can help you make better financial decisions.
Expense Categorization
Tiller makes it easy to organize and label your expenses. This helps you see where your money is going.
Security and Privacy
Tiller uses bank-level encryption and security tools to protect your financial information.
Tiller does not store your bank login information. Your data is also encrypted while it is being sent and while it is stored.
Getting Started with Tiller
Step 1: Start Your Free Trial
Sign in to the Tiller Console with a Google or Microsoft account.
Enter a payment method on the checkout screen. Tiller offers a 30-day free trial and then costs $79 per year.
Step 2: Connect Your Accounts
Go to the Connected Account Summary in the Tiller Console. Follow the instructions to securely connect your bank and financial accounts.
Step 3: Choose a Template
Choose the spreadsheet template you like best. Tiller will create it for you in just a few seconds.
Click here for the step by step details written by Tiller.
Setting up Tiller can take anywhere from 15 minutes to three hours. The amount of time depends on how much you want to customize and automate your spreadsheet.
Couples should also decide which parts of the process they will complete together and which tasks each person will handle on their own.
Professional Support
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