Thanks to all who joined this week’s webinar. For those who couldn’t make it, below is a replay of the presentation, links to resources mentioned, and answers to the questions that were asked during the session.
Next week’s session will go into detail on Tiller’s community. If you haven’t signed up yet, you can do so here.
Access the replay here
Access last week’s session here
Resources
Foundations guide
Customizing Categories
Budgeting in the Foundation Template
How do I get my budget ready for the new year?
Multi-year budgeting
Debt payoff planner
Savings goals
Q&A
| Column 1 | Column 2 |
|---|---|
| Did you cover how to set up a new year in Categories in a previous webinar? | Yes, please see the New Year webinar here Webinar: Get Ready for 2026: Build Strong Financial Foundations with Tiller |
| How do I add a new year to this spreadsheet? I already have it for 2025 there. | Here was the New Year webinar Webinar: Get Ready for 2026: Build Strong Financial Foundations with Tiller |
| How do you use this if you are using this for an organization where each committee gets an annual amount for the year and they spend it over the year? | I think it would make sense to have a category for each committee. You can write in to Support with more details if you need to discuss this further. You can send a new message using the blue chat widget in the lower right corner of your Console at https://my.tiller.com or write to support@tiller.com |
| I set up my template by year. I assume I should use a “account balance” as income on January 1? Otherwise I’ll be negative for the month. Similar question: How do you account for carryforwards in each month? Does the tool bring forward the unspent funds from th eprevious month? | The Foundation Template doesn’t support any carryforwards or envelope budgeting. You can consider Tiller Community Solutions such as New Envelope Budget v. 2.0 Released for review New Envelope Budget v. 2.0 Released for review. Please also search the community to see if someone else has also discussed something similar to your needs and received an answer. If not please create a new topic in Ask Anything section. |
| If I have categories already in another spreadsheet will they transfer to future spreadsheets? They are not in the Foundation template. | No, you will need to update your categories separately in each sheet. |
| Is there an Income v Expense and/or Profit and Loss report for an organization report? | We have the Simple P&L Using the Simple P&L Template | Tiller Help Center |
| Where can I add the savings goals tab to my foundation sheet? | Check out this helpful article about the savings goals sheet How to use Tiller to track your savings goals | Tiller Help Center |
| Regarding the process for updating manual accounts - if they are already set up in the sheet and I update using the Money Feeds extension option for manual accounts. How can I convert this to update manually from the console? | Please use this guide to migrate your manual accounts from a spreadsheet to the console: Tracking balances for manual accounts | Tiller Help Center |
| is the savings goals the same as an allocation guide? | No, the Savings Goal Tracker template uses a “waterfall” method meaning that this template is built so that one goal is fully funded before moving onto the next one based on the rankings you set. |
| is there any forms for taxes Q1 , Q 2, Q 3 monitoring | Check out this help article for information around preparing for tax time: How to Use Tiller to Organize Your Finances for Tax Time | Tiller Help Center |
| If you want to start with January 1 and not pull in old 2025 data, how do you do that? | You can always start fresh in a new spreadsheet for the new year. Just follow the steps in the Foundations Guide (Tiller Foundations Guide | Tiller Help Center) for starting a new sheet or make a copy of your existing spreadsheet (from the File menu: Google Sheet > Make a copy or Microsoft Excel > Save as) and clear out the past years’ data to start planning for the new year ahead of time. |