Mother’s Day is coming up in 2 weeks! Are you ready?
Do you have a “Mother’s Day” category in your budget?
Set Up Your “Mother’s Day” Category
- Open your Foundation template’s Budget sheet.
- Select the Categories sheet
- Add a line called Mother’s Day.
- In the Monthly Budget column, enter the amount you plan to save each month.
Tip: If your budget is $120 use the spreadsheet formula =120/12
2. Track Budget vs. Actual Automatically
- Tiller pulls in every transaction from your linked accounts.
- Review the Annual Budget sheet.
- When you buy flowers or mail a card, your “Actual” number updates in real time.
- Unused budget rolls over. If you spend only $5 of your $20 in February, you’ll have $35 in March.
3. Spreadsheet Trick
Conditional Formatting for Quick Visuals
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On the Yearly Budget sheet, choose last year in A4.
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Select the current month in A5.
This will allow you to see your budget for the last 12 months as opposed to the calendar year to allow you to see how much you have available for this year.
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Column B is your budget for the last 12 months.
Notice in the screenshot B3 indicates May 2024 to April 2025 -
Column C is actually how much you have spent.
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In Column D, click on the cell that indicates “Mother’s Day” funds available. → Format Menu→ Select Conditional formatting.
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For Format rules, choose Format cells if “Less than” and type in the number zero.
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Click Done to view the list of conditional formatting rules on the cell.
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Drag the rule to the top to override the other conditional formatting rules, if desired.
This will show the cell as red if you’ve gone over budget.
Have your own tips or favorite Tiller tricks? Share them below and let’s help everyone plan a memorable Mother’s Day! 