# \#budgeting **URL:** https://community.tiller.com/tag/budgeting/46.md [Latest](https://community.tiller.com/latest.md) · [Categories](https://community.tiller.com/categories.md) · [Tags](https://community.tiller.com/tags.md) --- ## [\[Show & Tell\] NEW: Offsheets v2.0: A Zero Knowledge Web/iOS/iPadOS App for Tiller Users; Manage, Analyze, and Forecast All In Offsheets](https://community.tiller.com/t/show-tell-new-offsheets-v2-0-a-zero-knowledge-web-ios-ipados-app-for-tiller-users-manage-analyze-and-forecast-all-in-offsheets/35113)
**Author:** [@mu3484343](https://community.tiller.com/u/mu3484343)\ **Replies:** 32\ **Last updated:** [September 18, 2026, 4:13pm UTC](https://community.tiller.com/t/show-tell-new-offsheets-v2-0-a-zero-knowledge-web-ios-ipados-app-for-tiller-users-manage-analyze-and-forecast-all-in-offsheets/35113 "2026-09-18T16:13:27Z")
This post is a follow-up to the original Offsheets release post, packed with tons of questions, answers, and features explained. Hello everyone - I’m excited to announce that we’re releasing Offsheets 2.0 today for web … --- ## [Extending the Savings Budget: Categorized Date, Sort Order, Account Hiding, and Quick Navigation](https://community.tiller.com/t/extending-the-savings-budget-categorized-date-sort-order-account-hiding-and-quick-navigation/35194)
**Author:** [@jarrettsorensen](https://community.tiller.com/u/jarrettsorensen)\ **Replies:** 0\ **Last updated:** [September 8, 2026, 2:20pm UTC](https://community.tiller.com/t/extending-the-savings-budget-categorized-date-sort-order-account-hiding-and-quick-navigation/35194 "2026-09-08T14:20:11Z")
Overview The stock Savings Budget sheet (as documented in Docs: Savings Budget sheet) computes each category’s “Actual” for a period by matching transactions against the Transactions sheet’s Date column. I’ve personally … --- ## [Tiller Runway — cut-order tier budgeting + downsize and retirement models](https://community.tiller.com/t/tiller-runway-cut-order-tier-budgeting-downsize-and-retirement-models/35159)
**Author:** [@Mick](https://community.tiller.com/u/Mick)\ **Replies:** 8\ **Last updated:** [August 28, 2026, 12:05am UTC](https://community.tiller.com/t/tiller-runway-cut-order-tier-budgeting-downsize-and-retirement-models/35159 "2026-08-28T00:05:09Z")
Overview I’m retired, and the question I needed answered wasn’t “am I on budget this month?” - it was “if my income or portfolio took a hit, what would I cut, and in what order?” I couldn’t find a template for that, so… --- ## [\[Show & Tell\] New Microsoft Power BI Website based off of Tiller Foundation Template - Report Site Works with Mac or PC or Mobile Phone](https://community.tiller.com/t/show-tell-new-microsoft-power-bi-website-based-off-of-tiller-foundation-template-report-site-works-with-mac-or-pc-or-mobile-phone/34478)
**Author:** [@freshman.david](https://community.tiller.com/u/freshman.david)\ **Replies:** 17\ **Last updated:** [August 25, 2026, 1:32am UTC](https://community.tiller.com/t/show-tell-new-microsoft-power-bi-website-based-off-of-tiller-foundation-template-report-site-works-with-mac-or-pc-or-mobile-phone/34478 "2026-08-25T01:32:03Z")
Turn your Tiller Data into an Enterprise Power BI Dashboard (Automated Personal CFO) Hey Tiller Community! Like most of you, I absolutely love Tiller. Having my bank feeds automatically pulled into a spreadsheet change… --- ## [\[Show & Tell\] Offsheets: A Zero Knowledge, Mint-Style Front End Web/iOS App for Tiller Users](https://community.tiller.com/t/show-tell-offsheets-a-zero-knowledge-mint-style-front-end-web-ios-app-for-tiller-users/34568)
**Author:** [@mu3484343](https://community.tiller.com/u/mu3484343)\ **Replies:** 138\ **Last updated:** [July 31, 2026, 10:56pm UTC](https://community.tiller.com/t/show-tell-offsheets-a-zero-knowledge-mint-style-front-end-web-ios-app-for-tiller-users/34568 "2026-07-31T22:56:31Z")
Hello Tiller Community! Like many of you, I transitioned to Tiller because it is the absolute gold standard for data ownership. There is simply no better way to maintain a “single source of truth” than having your raw f… --- ## [Using 'Groups' recommendations](https://community.tiller.com/t/using-groups-recommendations/35035)
**Author:** [@jeh808](https://community.tiller.com/u/jeh808)\ **Replies:** 3\ **Last updated:** [July 22, 2026, 12:12am UTC](https://community.tiller.com/t/using-groups-recommendations/35035 "2026-07-22T00:12:10Z")
What is the recommended method for tracking granular categories? For instance, Tiller does a great job of categorizing ‘Utilities and Bills,’ but it’s too generic for tracking and reporting. It appears I could do this s… --- ## [Foundation template Vs Spreadsheet](https://community.tiller.com/t/foundation-template-vs-spreadsheet/34874)
**Author:** [@tctouzinsky](https://community.tiller.com/u/tctouzinsky)\ **Replies:** 1\ **Last updated:** [June 18, 2026, 7:21pm UTC](https://community.tiller.com/t/foundation-template-vs-spreadsheet/34874 "2026-06-18T19:21:29Z")
:wave: When I receive my ‘hello’ email telling me I have new activity, I open my spreadsheet and fill out the transaction. I have also updated the categories to reflect my budget, but I noticed it is not populating the … --- ## [Savings Budget question](https://community.tiller.com/t/savings-budget-question/34662)
**Author:** [@mu3484343](https://community.tiller.com/u/mu3484343)\ **Replies:** 4\ **Last updated:** [May 14, 2026, 3:20pm UTC](https://community.tiller.com/t/savings-budget-question/34662 "2026-05-14T15:20:09Z")
Does anyone know the best way to deal with Savings Budget Categories that, in the past, had the “Savings” value in the Track column in the Categories tab, but you no longer want to track going forward? If you just remove… --- ## [Docs: Monthly Budget Calendar (Excel)](https://community.tiller.com/t/docs-monthly-budget-calendar-excel/16973)
**Author:** [@randy](https://community.tiller.com/u/randy)\ **Replies:** 22\ **Last updated:** [May 5, 2026, 10:00pm UTC](https://community.tiller.com/t/docs-monthly-budget-calendar-excel/16973 "2026-05-05T22:00:49Z")
Overview The Monthly Budget Calendar is a minimalist spending tracker and monthly budget for Microsoft Excel— there is also a Google Sheets version. :wink: Set your monthly spending target, track your daily and cum… --- ## [Is there a Way to Sync my Credit Card's Available Credit](https://community.tiller.com/t/is-there-a-way-to-sync-my-credit-cards-available-credit/34462)
**Author:** [@Graham](https://community.tiller.com/u/Graham)\ **Replies:** 4\ **Last updated:** [April 8, 2026, 1:40pm UTC](https://community.tiller.com/t/is-there-a-way-to-sync-my-credit-cards-available-credit/34462 "2026-04-08T13:40:51Z")
Hi All, I’m new to Tiller and really liking the power it has given me to keep track of where my family’s personal finances are so we don’t blow the budget every month. It would really help to know precisely where our cr… --- ## [Looking for a Budget vs Actual trend charts](https://community.tiller.com/t/looking-for-a-budget-vs-actual-trend-charts/34393)
**Author:** [@ghsubs1](https://community.tiller.com/u/ghsubs1)\ **Replies:** 6\ **Last updated:** [March 30, 2026, 8:14pm UTC](https://community.tiller.com/t/looking-for-a-budget-vs-actual-trend-charts/34393 "2026-03-30T20:14:07Z")
Is there a BUDGET TREND solution showing budget vs actual for Google Sheets that will display a chart like this spending chart from the Dashboard sheet? I want a trendline showing budget vs actual, with x-axis granular… --- ## [Updated "Yearly Budget" sheet that does not rely on "Monthly Budget" sheet and added features](https://community.tiller.com/t/updated-yearly-budget-sheet-that-does-not-rely-on-monthly-budget-sheet-and-added-features/33593)
**Author:** [@Cowboy13](https://community.tiller.com/u/Cowboy13)\ **Replies:** 33\ **Last updated:** [January 7, 2026, 2:47am UTC](https://community.tiller.com/t/updated-yearly-budget-sheet-that-does-not-rely-on-monthly-budget-sheet-and-added-features/33593 "2026-01-07T02:47:45Z")
Overview I had replaced the Tiller foundation Monthly Budget sheet with this sheet- Timeframe Actuals vs Budget Tracker; ability to exclude Groups and/or Categories. It allows you to exclude Categories or Groups and yo… --- ## [Planning for 2025 budget](https://community.tiller.com/t/planning-for-2025-budget/28656)
**Author:** [@sshaffer663](https://community.tiller.com/u/sshaffer663)\ **Replies:** 14\ **Last updated:** [January 4, 2026, 10:06pm UTC](https://community.tiller.com/t/planning-for-2025-budget/28656 "2026-01-04T22:06:58Z")
As I start looking at planning for 2025, I’m trying to figure out how to step into this without changing my 2024 data. I was going to start building my Jan budget but then thought, well I need to go into the category she… --- ## [Adding Rollover to the new foundation template](https://community.tiller.com/t/adding-rollover-to-the-new-foundation-template/431)
**Author:** [@KLineberry](https://community.tiller.com/u/KLineberry)\ **Replies:** 12\ **Last updated:** [December 10, 2025, 12:25am UTC](https://community.tiller.com/t/adding-rollover-to-the-new-foundation-template/431 "2025-12-10T00:25:52Z")
How do I add the rollover function to the new foundation template? The categories tab on the foundation template is completely different than that if a new budget is created from Add On’s-Tiller-Budget. I don’t want to… --- ## [Capital Project On 0% Credit Card](https://community.tiller.com/t/capital-project-on-0-credit-card/33801)
**Author:** [@fost9508](https://community.tiller.com/u/fost9508)\ **Replies:** 2\ **Last updated:** [December 3, 2025, 9:32pm UTC](https://community.tiller.com/t/capital-project-on-0-credit-card/33801 "2025-12-03T21:32:12Z")
I had some work done at my home and was able to pay for the work using a credit card with 0% interest for 12 months. The credit card does require a minimum payment every month towards the premium. I am also going to re… --- ## [Yearly Budget - Show group total only?](https://community.tiller.com/t/yearly-budget-show-group-total-only/33599)
**Author:** [@LoveExcel](https://community.tiller.com/u/LoveExcel)\ **Replies:** 1\ **Last updated:** [October 28, 2025, 4:05pm UTC](https://community.tiller.com/t/yearly-budget-show-group-total-only/33599 "2025-10-28T16:05:13Z")
Hello, I’m new to Tiller. I’m trying to create a very high level budget by group vs by category. is there a way in the “yearly budget” to hide the category lines and only show the group totals. I’ve tried using chatgp… --- ## [New Envelope Budget v. 2.0 Released for review](https://community.tiller.com/t/new-envelope-budget-v-2-0-released-for-review/5701)
**Author:** [@richl](https://community.tiller.com/u/richl)\ **Replies:** 114\ **Last updated:** [October 27, 2025, 7:01pm UTC](https://community.tiller.com/t/new-envelope-budget-v-2-0-released-for-review/5701 "2025-10-27T19:01:28Z")
All, I am excited to release version 2.0 of the envelope budget sheet that I started building last year. I am a huge fan of envelope budgeting. Honestly it has changed how I manage my finances and how I view spending a… --- ## [Full-year actual+budget forecast sheet](https://community.tiller.com/t/full-year-actual-budget-forecast-sheet/5709)
**Author:** [@joern](https://community.tiller.com/u/joern)\ **Replies:** 28\ **Last updated:** [October 2, 2025, 8:52am UTC](https://community.tiller.com/t/full-year-actual-budget-forecast-sheet/5709 "2025-10-02T08:52:37Z")
What is the goal of your workflow? What problem does it solve? How does it help you? I use this to better estimate my total full-year (FY) spending by category, which in turn informs my forecast for how much I can save … --- ## [Tiller Software/Excel and other accounts consultant](https://community.tiller.com/t/tiller-software-excel-and-other-accounts-consultant/32710)
**Author:** [@bntrninc](https://community.tiller.com/u/bntrninc)\ **Replies:** 2\ **Last updated:** [July 8, 2025, 9:13pm UTC](https://community.tiller.com/t/tiller-software-excel-and-other-accounts-consultant/32710 "2025-07-08T21:13:36Z")
Hello I just signed up to Tiller. I am desperate for help to integrate Tiller with Excel/bank and other accounts and also track company expenses by line items instantly. Is there anyone that can help “but” we are small… --- ## [Weekly Budgeting missing budgets by category](https://community.tiller.com/t/weekly-budgeting-missing-budgets-by-category/689)
**Author:** [@greg](https://community.tiller.com/u/greg)\ **Replies:** 3\ **Last updated:** [April 29, 2025, 10:32am UTC](https://community.tiller.com/t/weekly-budgeting-missing-budgets-by-category/689 "2025-04-29T10:32:54Z")
I may be missing something, but I cannot see any way to define budget value by category in a newly created weekly budget I created. In the foundation template, it is defined in the categories spreadsheet, but there is no… --- ## [More versatile "In-Year" Budget View with flexibly months and quarterly options](https://community.tiller.com/t/more-versatile-in-year-budget-view-with-flexibly-months-and-quarterly-options/31461)
**Author:** [@JasonS](https://community.tiller.com/u/JasonS)\ **Replies:** 24\ **Last updated:** [April 8, 2025, 4:51am UTC](https://community.tiller.com/t/more-versatile-in-year-budget-view-with-flexibly-months-and-quarterly-options/31461 "2025-04-08T04:51:09Z")
Overview 4/5/25: UPDATED WITH AN EASIER INSTALL Like others here, I wanted more flexible date ranges for the Budget View that comes with the Tiller template. I modified so that you can select any consecutive range of mo… --- ## [The budget from Monthly Budget View and Categories don't link up?](https://community.tiller.com/t/the-budget-from-monthly-budget-view-and-categories-dont-link-up/31210)
**Author:** [@do.inby](https://community.tiller.com/u/do.inby)\ **Replies:** 2\ **Last updated:** [March 17, 2025, 5:34pm UTC](https://community.tiller.com/t/the-budget-from-monthly-budget-view-and-categories-dont-link-up/31210 "2025-03-17T17:34:00Z")
I recently ran into issue with Monthly Budget View not working correctly. I set ‘Investment’ budget to $60 but it does not reflect on Monthly Budget View sheet? Any help would be much appreciated. --- ## [Budget Plan Installation](https://community.tiller.com/t/budget-plan-installation/30373)
**Author:** [@illinoisstate.jpheal](https://community.tiller.com/u/illinoisstate.jpheal)\ **Replies:** 5\ **Last updated:** [February 5, 2025, 4:35am UTC](https://community.tiller.com/t/budget-plan-installation/30373 "2025-02-05T04:35:21Z")
I’m new to Tiller. After manually updating my transactions for last year, I added the Budget Plan sheet and used the Past Category function to fill in monthly amounts for various categories. But, not all the months for l… --- ## [Budgeting with different time periods](https://community.tiller.com/t/budgeting-with-different-time-periods/29381)
**Author:** [@schwartz.kyle](https://community.tiller.com/u/schwartz.kyle)\ **Replies:** 2\ **Last updated:** [December 19, 2024, 2:13pm UTC](https://community.tiller.com/t/budgeting-with-different-time-periods/29381 "2024-12-19T14:13:25Z")
TLDR: I want a monthly budget that allows me to choose a date range for my expenses (credit card statement) and a different date range for my income. Does something like this exist? Need some advice on non-standard budg… --- ## [Is it possible to have three layers of groupings without tags?](https://community.tiller.com/t/is-it-possible-to-have-three-layers-of-groupings-without-tags/23366)
**Author:** [@bigdaddyort](https://community.tiller.com/u/bigdaddyort)\ **Replies:** 14\ **Last updated:** [December 18, 2024, 8:55pm UTC](https://community.tiller.com/t/is-it-possible-to-have-three-layers-of-groupings-without-tags/23366 "2024-12-18T20:55:16Z")
Hi I was not able to find a way to have 3 layers of groupings - for instance: Disposable income (group)- Food (category) - fast food( subcategory) The reason I ask is that I like to see budget breakdowns with main grou… --- ## [Tracking savings as a transaction, then spending that money](https://community.tiller.com/t/tracking-savings-as-a-transaction-then-spending-that-money/29284)
**Author:** [@bleviten15](https://community.tiller.com/u/bleviten15)\ **Replies:** 6\ **Last updated:** [December 18, 2024, 8:53pm UTC](https://community.tiller.com/t/tracking-savings-as-a-transaction-then-spending-that-money/29284 "2024-12-18T20:53:00Z")
Hi all, I am having some trouble aligning everything properly while utilizing the savings budget template. I have a few things that I want to save for (new car, travel, emergency fund, etc.) by transferring money from … --- ## [Quarterly Budget Template](https://community.tiller.com/t/quarterly-budget-template/14773)
**Author:** [@wkindler](https://community.tiller.com/u/wkindler)\ **Replies:** 13\ **Last updated:** [November 28, 2024, 1:27pm UTC](https://community.tiller.com/t/quarterly-budget-template/14773 "2024-11-28T13:27:17Z")
I am interested in a Quarterly budget report similar to the Monthly report. Has anyone built this? Can I hire someone to build it? Thank you! --- ## [Rolling Budget Advice](https://community.tiller.com/t/rolling-budget-advice/28635)
**Author:** [@baker0408](https://community.tiller.com/u/baker0408)\ **Replies:** 11\ **Last updated:** [November 12, 2024, 9:18am UTC](https://community.tiller.com/t/rolling-budget-advice/28635 "2024-11-12T09:18:54Z")
Apologies in advance if this has been asked or solved already, but I’m hoping to get some advice on a budgeting issue I’m trying to solve. Here’s the situation: I use Tiller to manage our budget, and I have several cate… --- ## [Budgets and xlfn anchorarray](https://community.tiller.com/t/budgets-and-xlfn-anchorarray/28516)
**Author:** [@dlohmar777](https://community.tiller.com/u/dlohmar777)\ **Replies:** 7\ **Last updated:** [November 11, 2024, 2:59pm UTC](https://community.tiller.com/t/budgets-and-xlfn-anchorarray/28516 "2024-11-11T14:59:52Z")
My monthly budget view and a few other custom tabs I created are not working. I am wondering if it has to do with the xlfn.anchorarray. There is a month and date drop down on the monthly budget tab. The list of years and… --- ## [How much can I spend today? | Cash Flow, Budget, Bills, Debt, and Savings Tracker with Projections | Alexandra Wilson, CFP® | 2019 Tiller Builders Challenge](https://community.tiller.com/t/how-much-can-i-spend-today-cash-flow-budget-bills-debt-and-savings-tracker-with-projections-alexandra-wilson-cfp-2019-tiller-builders-challenge/984)
**Author:** [@alexandrawilsonplans](https://community.tiller.com/u/alexandrawilsonplans)\ **Replies:** 17\ **Last updated:** [September 3, 2024, 5:44pm UTC](https://community.tiller.com/t/how-much-can-i-spend-today-cash-flow-budget-bills-debt-and-savings-tracker-with-projections-alexandra-wilson-cfp-2019-tiller-builders-challenge/984 "2024-09-03T17:44:33Z")
Hi! I’m Alexandra. :grinning: I am a fee-only, fiduciary, CERTIFIED FINANCIAL PLANNER™ professional, Financial Coach, and Student Loan Expert dedicated to serving early-career professionals. Alexandra Wilson, CFP®’s E… [Next page](https://community.tiller.com/tag/budgeting/46.md?match_all_tags=true&page=1&tags%5B%5D=budgeting)