I recently created a dashboard that leverages the information in the Tiller-provided templates as well as some of my own spreadsheets. Love how it turned out. I’d love to see some of your dashboard designs as well (number changed):
@kevandcan Kevin, I really like your dashboard. It is awesome. You should consider making it a Community Solution. I’m on Excel and would love an Excel version.
Yeah it looks like a more presentation ready version of the category tracker sheet; i’m assuming the pie chart can’t be drilled down though right?
The donut chart is just a Google Sheets donut chart. If you click the details link, it takes you to a pivot table that allows you to see every transaction. I wish more of the Tiller templates used pivot tables.
Insightful about Google donuts
Great work here @kevandcan thanks for sharing , I don’t currently have a dashboard of my own but this is inspiring.
Speaking of pivot tables for anyone who lands here, we have a help guide on that (Visualize Your Financial Data With a Pivot Table). There’s also this gem How to Generate a Yearly Pivot Table for Easy Tax Time Reporting.
I’ve spent part of my break creating several new dashboards and updating Tiller’s Transaction template to make it more visually accessible. I hope these spark ideas for each of you as well (note: transaction data/values changed). If enough people are interested in these, I can make them into Tiller Templates:
Investment analysis and tracking: Shows all equities you choose to track, trending analysis, waterfall over the current year, portfolio mix, and historical analysis. You only need to update the shares held and ticker symbols and it does the rest using google finance API built into Google Sheets!.
Budget Dashboard: Quick automatic summary of the year’s 1000s of transactions across accounts. Everything on this page automatically updates (values, colors, analysis, etc.) Note: I have it include a card where I remove our large doctor budget as it is rarely used and skews the budget trending if you include it - ignore values here as transaction data was all de-identified by Gemini so I could should it. Easy enough to change for your personal needs.
Budget Details: shows all category budget analysis and trending within each group. Super helpful to visually see budget items that are way over (dark red) vs. trending just a bit over (red).
Transaction Ledger: the workhorse (provided by Tiller, customized by me) that automatically pulls in all of the data using Tiller Money and all you have to do is update the Category (or use AutoCat AI logic built-in by Tiller) and add a note, if desired. Colors across Category Groups are consistent for quick visual analysis, etc. Group column automatically fills out based upon the Category you select. Dark red category cells quickly show you which transactions need you to categorize them. Yellow date cells check to see those transactions that Tiller automatically pulled in today so you’re never lost as to what was just added. Step-change from Mint or Quicken on ease of transaction handling.
Thanks Clint - I’ve posted some additional ones I made this last week below. If I get enough interest in this thread I’ll look to make a Community Solution(s).
Oh, I like the idea of conditionally formatting categories so they’re easy to see in the transaction data! Going to try that with my 2026 refresh. ![]()
These are awesome. Exactly what Tiller needs. Great work.
I think people have said in the past that it’s processor intensive and can slow things down quite a bit.
@kevandcan good job, definitely think there would be interest for a detailed community solution!
I have not found that to be the case at all
I’ll give it a shot and can take it off if it’s noticeably impacting things. I’ll report back when I get it set up.
This looks amazing @kevandcan thanks for sharing!
Alice
Love your two Budget dashboards and your Investment Analysis dashboard. I was going to think about attempting the latter on my own, but would love to just use yours if you make it a template. Plus, we have the same name so I can just outright theft “Kevinnomics” from you and pretend I was smart enough to make this. Lol.
Glad you like them - if I get a bit more response (via comments on here) I’ll create a template. If not, I’m happy to share with you a generic version of the investments sheets. It’s almost entirely driven by googlefinance formulas so it’s super easy to update.
+1 for your templates.




