Webinar: Get Ready for 2026: Build Strong Financial Foundations with Tiller

Originally published at: Get Ready For 2026: Build Strong Financial Foundations With Tiller - Tiller

Every year we host a webinar in December to help customers prepare their spreadsheets, and their money mindset, for the New Year.

For us, it’s not just about the mechanics of setting up the spreadsheet to work for the next year. We know that’s important, since it does take a little work to set up, but it’s also a time to reflect on the past year and how we want to transition into the New Year. What happened with our spending over the last twelve months? What can we learn from that to help us align our coming year’s habits and spending with our goals and aspirations for the years ahead?

Taking this time to reflect helps us feel more settled as we start this transition. It’s a ritual that gives us a moment to pause and organize. To reset. To get inspired!

It’s also an opportunity to for us to connect with our customers and community. I personally have led this webinar every year for the last several years (too many to count at this point). I appreciate seeing the familiar names that join year after year pop into the chat or post a new question in the Q&A.

We’ve been working hard this past year on making our product better, easier, and more reliable. As Tiller’s Product Manager, I’m constantly thinking on this riddle. The dichotomy of being a spreadsheet based tool has inherent complexity, combined with the tangled world of bank data aggregation makes this a real challenge. How can we make the bank feeds more reliable when so much of that is out of our control? What can we do to make the fills more stable, performant, and robust? How can we help people more easily get all their data into their spreadsheets? How do we make it easier for people to get started and see that first glimpse of financial clarity while still leaning into the promise of customizability?

This year we’ll talk about some of the new features and initiatives we’ve been working on to try and answer many of those questions, and of course, help you all get your budgets set up for 2026. But I think I’m most excited to have our new Customer Success Manager, Ashleigh, as my co-host, who will likely take over running this webinar in future years.

So with that we invite you to join us on Thursday, December 18th at 12PM PT / 3PM ET for a one hour session to get your Tiller spreadsheet ready for the new year and learn all about what Tiller’s doing to make managing your financial life easier.

Click here to register

We can’t wait to see you there!

~Heather

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Will the video be posted online for those who can’t attend?

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Yes! Register anyway and we’ll send you a link to the recording and resources the next day.

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Hi Heather, love to attend, but is this recorded?

Jon, per Heather’s post to the same question:

Thank you for this - I am looking forward to it. As a long time Tiller user, I am wondering if it may be best to start fresh in 2026 with a new sheet and readding all applicable accounts. I feel like I have a lot of old accounts and legacy items. Any tips on the best way to do this (as well as pros/cons) would be appreciated. Typically, I just create a copy and archive the previous year’s sheet using tips from here: How can I remove account data for an unlinked or closed account? | Tiller Help Center But it seems like a fresh start could be beneficial?

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@dtchura I think it just depends on your preferences or degree of change or focus into 2026; if all these factors are constant then it might be an easier lift to just remove the old/legacy accounts if you don’t want the data in there or you can “Hide” those from reporting. Otherwise if you want to have focused analysis of 2026 financials or your budgets are going to change significantly then perhaps starting in a fresh sheet is most practical.

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Will this seminar be recorded to watch at a later date?

@livingthedream Heather mentioned that the recording will be coming out today.