# \#tracking **URL:** https://community.tiller.com/tag/tracking/62.md [Latest](https://community.tiller.com/latest.md) · [Categories](https://community.tiller.com/categories.md) · [Tags](https://community.tiller.com/tags.md) --- ## [🏆 Scheduled Transactions template: Project future account balances; calculate credit card payments; auto-reconcile transactions](https://community.tiller.com/t/scheduled-transactions-template-project-future-account-balances-calculate-credit-card-payments-auto-reconcile-transactions/19973)
**Author:** [@rhowell](https://community.tiller.com/u/rhowell)\ **Replies:** 111\ **Last updated:** [October 11, 2026, 3:38pm UTC](https://community.tiller.com/t/scheduled-transactions-template-project-future-account-balances-calculate-credit-card-payments-auto-reconcile-transactions/19973 "2026-10-11T15:38:52Z")
Overview This sheet schedules future transactions, including calculated credit card payments, and projects the balances of one or more accounts. It’s like a check register on steroids. Features Generates recurring… --- ## [Docs: Monthly Analysis worksheet for Excel](https://community.tiller.com/t/docs-monthly-analysis-worksheet-for-excel/20038)
**Author:** [@randy](https://community.tiller.com/u/randy)\ **Replies:** 60\ **Last updated:** [September 17, 2026, 8:05pm UTC](https://community.tiller.com/t/docs-monthly-analysis-worksheet-for-excel/20038 "2026-09-17T20:05:19Z")
Overview Use the popular Monthly Analysis worksheet with your Tiller Foundation Template to drill down and visualize your budget, actuals, or remaining organized by type, group, and category and get a comparative analy… --- ## [Category Tracker (Excel)](https://community.tiller.com/t/category-tracker-excel/11148)
**Author:** [@randy](https://community.tiller.com/u/randy)\ **Replies:** 128\ **Last updated:** [September 11, 2026, 5:24pm UTC](https://community.tiller.com/t/category-tracker-excel/11148 "2026-09-11T17:24:27Z")
The Google Sheets Category Tracker has been our third-most-popular template historically with thousands and thousands of downloads. This build of the Excel Category Tracker rebrands it from “Excel Money Tracker” and… --- ## [\[Show & Tell\] 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… --- ## [🏆 Transaction Tracker for Google Sheets](https://community.tiller.com/t/transaction-tracker-for-google-sheets/12969)
**Author:** [@yossiea](https://community.tiller.com/u/yossiea)\ **Replies:** 158\ **Last updated:** [June 12, 2026, 7:32pm UTC](https://community.tiller.com/t/transaction-tracker-for-google-sheets/12969 "2026-06-12T19:32:27Z")
Overview The Transaction Tracker is a place where you can filter your transactions by a multitude of criteria without having to switch sheets. All filters are optional and as you input multiple filters, your transactio… --- ## [Timed EFT\_ withdrawl from same utility\_ auto categorize?](https://community.tiller.com/t/timed-eft-withdrawl-from-same-utility-auto-categorize/34749)
**Author:** [@dm2propllc](https://community.tiller.com/u/dm2propllc)\ **Replies:** 4\ **Last updated:** [June 2, 2026, 8:27pm UTC](https://community.tiller.com/t/timed-eft-withdrawl-from-same-utility-auto-categorize/34749 "2026-06-02T20:27:48Z")
Hello All- I have EFT/ACH debits that go out of my bank account from the same utitlity co. (IE gas/power/garbage co.) that its difficult for the sheet to categorize. Is there a way to auto cat by the withdraw timing? (I… --- ## [Net Worth over time in streamgraph form?](https://community.tiller.com/t/net-worth-over-time-in-streamgraph-form/28582)
**Author:** [@andrei](https://community.tiller.com/u/andrei)\ **Replies:** 14\ **Last updated:** [May 19, 2026, 3:23am UTC](https://community.tiller.com/t/net-worth-over-time-in-streamgraph-form/28582 "2026-05-19T03:23:29Z")
Hi all, I’m looking at a streamgraph style plot for net worth, see this plot for a random example of a streamgraph: The net worth streamgraph would have time on the horizontal axis and show total net worth along with … --- ## [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… --- ## [Credit Tracker - Automatically track statement credits from premium cards & other accounts](https://community.tiller.com/t/credit-tracker-automatically-track-statement-credits-from-premium-cards-other-accounts/33967)
**Author:** [@alexlmiller](https://community.tiller.com/u/alexlmiller)\ **Replies:** 17\ **Last updated:** [April 26, 2026, 1:17pm UTC](https://community.tiller.com/t/credit-tracker-automatically-track-statement-credits-from-premium-cards-other-accounts/33967 "2026-04-26T13:17:29Z")
Overview Credit Tracker automatically tracks “use it or lose it” statement credits from premium credit cards by scanning your Tiller transaction data. The problem: Cards like the Amex Platinum and Chase Sapphire Reserve… --- ## [🏆 Transaction Report+](https://community.tiller.com/t/transaction-report/10854)
**Author:** [@Cowboy13](https://community.tiller.com/u/Cowboy13)\ **Replies:** 37\ **Last updated:** [April 25, 2026, 11:22pm UTC](https://community.tiller.com/t/transaction-report/10854 "2026-04-25T23:22:13Z")
Updated April 25, 2026 to 3.2 for a search bug What is the goal of your workflow? What problem does it solve? How does it help you? Goal is to be able to pull Transactions by many different criteria- time period, Accou… --- ## [Docs: Tags Report (Excel)](https://community.tiller.com/t/docs-tags-report-excel/19765)
**Author:** [@randy](https://community.tiller.com/u/randy)\ **Replies:** 19\ **Last updated:** [April 8, 2026, 1:03am UTC](https://community.tiller.com/t/docs-tags-report-excel/19765 "2026-04-08T01:03:00Z")
Overview Tags are a great way to organize your financial data. Now, you can easily add the Tags Report sheet with a few manual steps. The Tags Report: Lists the tags you’re using on your Transactions sheet. Shows… --- ## [Analyzing Spend at a Summary Level?](https://community.tiller.com/t/analyzing-spend-at-a-summary-level/27920)
**Author:** [@Garbini](https://community.tiller.com/u/Garbini)\ **Replies:** 7\ **Last updated:** [March 29, 2026, 8:00pm UTC](https://community.tiller.com/t/analyzing-spend-at-a-summary-level/27920 "2026-03-29T20:00:58Z")
After tracking all my expenses for over a year I wanted to put together a worksheet with pivot tables/graphs showing various stats. Consider it for an annual spend review / YTD Spend analysis I want to put together to re… --- ## [Creating Stacked Area Chart for NW over Time](https://community.tiller.com/t/creating-stacked-area-chart-for-nw-over-time/29346)
**Author:** [@falcon8664](https://community.tiller.com/u/falcon8664)\ **Replies:** 6\ **Last updated:** [March 29, 2026, 3:43pm UTC](https://community.tiller.com/t/creating-stacked-area-chart-for-nw-over-time/29346 "2026-03-29T15:43:39Z")
Hi all, I’m new to Tiller and Google Sheets this year, and I’m porting over some tracking and visualization tools from my homebrew Excel workbook I’ve used for the last 7 years or so. The one I haven’t been able to figu… --- ## [Adding New Column into Categories tab](https://community.tiller.com/t/adding-new-column-into-categories-tab/34426)
**Author:** [@pejcinovic.p.marko](https://community.tiller.com/u/pejcinovic.p.marko)\ **Replies:** 3\ **Last updated:** [March 20, 2026, 10:00pm UTC](https://community.tiller.com/t/adding-new-column-into-categories-tab/34426 "2026-03-20T22:00:15Z")
Hello, I would like to confirm whether adding a new column in the Categories tab, to serve as a sub-group, can be reflected in the Monthly Budget and Yearly Budget tabs. For e.g. Category Group 2 Group 1 AE Pa… --- ## [Balance on transactions sheet](https://community.tiller.com/t/balance-on-transactions-sheet/2502)
**Author:** [@bynon7262](https://community.tiller.com/u/bynon7262)\ **Replies:** 37\ **Last updated:** [February 10, 2026, 4:57am UTC](https://community.tiller.com/t/balance-on-transactions-sheet/2502 "2026-02-10T04:57:58Z")
How can I add balances to the transactions sheet? For instance, on the transactions sheet I would like to have a column with the running balance right beside the transactions with the current balance after that traction. … --- ## [How to automatically count only 50% of a shared credit card’s transactions in my budget](https://community.tiller.com/t/how-to-automatically-count-only-50-of-a-shared-credit-card-s-transactions-in-my-budget/33993)
**Author:** [@avi](https://community.tiller.com/u/avi)\ **Replies:** 2\ **Last updated:** [February 4, 2026, 12:08pm UTC](https://community.tiller.com/t/how-to-automatically-count-only-50-of-a-shared-credit-card-s-transactions-in-my-budget/33993 "2026-02-04T12:08:26Z")
I’m trying to figure out the best way to handle a shared credit card in Tiller. The card is in my name, and all transactions on it are split 50/50 between me and my partner. I pay 100% of the monthly statement, and then… --- ## [Year over year actuals by month and YTD](https://community.tiller.com/t/year-over-year-actuals-by-month-and-ytd/34124)
**Author:** [@kim1arnold](https://community.tiller.com/u/kim1arnold)\ **Replies:** 12\ **Last updated:** [February 2, 2026, 4:01am UTC](https://community.tiller.com/t/year-over-year-actuals-by-month-and-ytd/34124 "2026-02-02T04:01:48Z")
Newish user here looking for an assist. I’ve tried searching the boards and templates and can’t seem to find what I’m looking for. It’s pretty straightforward and likely exists. I just don’t know what search terms to use… --- ## [A calmer Google Sheets dashboard on top of Tiller](https://community.tiller.com/t/a-calmer-google-sheets-dashboard-on-top-of-tiller/33873)
**Author:** [@kade2](https://community.tiller.com/u/kade2)\ **Replies:** 8\ **Last updated:** [January 15, 2026, 11:43pm UTC](https://community.tiller.com/t/a-calmer-google-sheets-dashboard-on-top-of-tiller/33873 "2026-01-15T23:43:51Z")
I use Tiller, but I’ve always found the default views a bit busy when I just want a quick, high-level snapshot of my finances. One thing that helped me was building a simple Google Sheets dashboard on top of Tiller that… --- ## [Is there a way to make any positive number (income) green (or different color)?](https://community.tiller.com/t/is-there-a-way-to-make-any-positive-number-income-green-or-different-color/2619)
**Author:** [@tina](https://community.tiller.com/u/tina)\ **Replies:** 5\ **Last updated:** [January 14, 2026, 6:31pm UTC](https://community.tiller.com/t/is-there-a-way-to-make-any-positive-number-income-green-or-different-color/2619 "2026-01-14T18:31:20Z")
In the transactions category a lot of times my eyes don’t see the positive numbers for any income because most transactions are expenses anyway. I’d like for any positive number in the transactions tab to automatically b… --- ## [Utilizing Classes Like Quickbooks?](https://community.tiller.com/t/utilizing-classes-like-quickbooks/33925)
**Author:** [@mitch1](https://community.tiller.com/u/mitch1)\ **Replies:** 3\ **Last updated:** [January 9, 2026, 8:50pm UTC](https://community.tiller.com/t/utilizing-classes-like-quickbooks/33925 "2026-01-09T20:50:21Z")
My use case is I have one business with one bank account that has two very distinct departments. Service and rentals. In an ideal world I would be able to classify each transaction based on which department it’s associ… --- ## [Closed Account: Retain History But Keep from Showing Up Going Forward](https://community.tiller.com/t/closed-account-retain-history-but-keep-from-showing-up-going-forward/3792)
**Author:** [@joshmccormackpt](https://community.tiller.com/u/joshmccormackpt)\ **Replies:** 21\ **Last updated:** [January 9, 2026, 8:39pm UTC](https://community.tiller.com/t/closed-account-retain-history-but-keep-from-showing-up-going-forward/3792 "2026-01-09T20:39:58Z")
for a closed account, how do I get it to show up on my historical data (net worth snapshot, networth tracker) but stop showing up on my current balances. I changed the balance history so that it shows a 0$ balance but I … --- ## [Investment tracking](https://community.tiller.com/t/investment-tracking/21027)
**Author:** [@dsm](https://community.tiller.com/u/dsm)\ **Replies:** 29\ **Last updated:** [January 6, 2026, 6:34pm UTC](https://community.tiller.com/t/investment-tracking/21027 "2026-01-06T18:34:01Z")
I’ve tried searching how to do this, but don’t see anything recent, and am hoping that there is a community solution! I am very interested in switching to Tiller (using Excel), but what’s holding me back is the ability … --- ## [Tracking Monthly Card Benefits/Credits (dining, digital entertainment, etc)](https://community.tiller.com/t/tracking-monthly-card-benefits-credits-dining-digital-entertainment-etc/30407)
**Author:** [@jamie1](https://community.tiller.com/u/jamie1)\ **Replies:** 14\ **Last updated:** [January 6, 2026, 6:01pm UTC](https://community.tiller.com/t/tracking-monthly-card-benefits-credits-dining-digital-entertainment-etc/30407 "2026-01-06T18:01:43Z")
Hi All, New to the community. Like what I see so far and looks like a great tool. Love the flexibility and creativity of the community. This seems like a great platform for tracking monthly credit card credits (think A… --- ## [Calmer Google Sheets dashboard on top of Tiller](https://community.tiller.com/t/calmer-google-sheets-dashboard-on-top-of-tiller/33875)
**Author:** [@kade2](https://community.tiller.com/u/kade2)\ **Replies:** 1\ **Last updated:** [December 19, 2025, 11:42pm UTC](https://community.tiller.com/t/calmer-google-sheets-dashboard-on-top-of-tiller/33875 "2025-12-19T23:42:37Z")
I use Tiller, but I’ve always found the default views a bit busy when I just want a quick, high-level snapshot of my finances. One thing that helped me was building a simple Google Sheets dashboard on top of Tiller that… --- ## [Docs: Bill Payment Tracker (Excel)](https://community.tiller.com/t/docs-bill-payment-tracker-excel/20480)
**Author:** [@randy](https://community.tiller.com/u/randy)\ **Replies:** 22\ **Last updated:** [November 4, 2025, 4:36pm UTC](https://community.tiller.com/t/docs-bill-payment-tracker-excel/20480 "2025-11-04T16:36:56Z")
Overview The Bill Payment Tracker is designed to keep you informed about your upcoming bill payments. Some of the benefits of using this sheet include: Easy setup A chronological list of your next 15 bills to be … --- ## [Tracking or Budgeting “Actual Cash”](https://community.tiller.com/t/tracking-or-budgeting-actual-cash/33464)
**Author:** [@josenydr1](https://community.tiller.com/u/josenydr1)\ **Replies:** 13\ **Last updated:** [November 4, 2025, 4:07pm UTC](https://community.tiller.com/t/tracking-or-budgeting-actual-cash/33464 "2025-11-04T16:07:50Z")
Tracking or Budgeting “Actual Cash” Hello, I’m new to the Tiller Community and hope to add some value as I learn. I’m looking for some guidance on the best workflow for budgeting cash accounts (cash, checking, and savin… --- ## [How to show a transfer to savings account?](https://community.tiller.com/t/how-to-show-a-transfer-to-savings-account/33637)
**Author:** [@bryangarey79](https://community.tiller.com/u/bryangarey79)\ **Replies:** 21\ **Last updated:** [October 30, 2025, 1:14am UTC](https://community.tiller.com/t/how-to-show-a-transfer-to-savings-account/33637 "2025-10-30T01:14:35Z")
:wave:Hey everybody. New here and really liking the customization of Tiller so far. I have googled and am still coming up a bit confused on how to do this. So the first week of every month I get a monthly bonus from t… --- ## [Missing Paypal transactions that are greater than 90 days old?](https://community.tiller.com/t/missing-paypal-transactions-that-are-greater-than-90-days-old/33591)
**Author:** [@MrCredible](https://community.tiller.com/u/MrCredible)\ **Replies:** 5\ **Last updated:** [October 23, 2025, 9:11pm UTC](https://community.tiller.com/t/missing-paypal-transactions-that-are-greater-than-90-days-old/33591 "2025-10-23T21:11:43Z")
I am trying to confirm paypal transactions from this year since 1/1/25 And I am seeing that I am missing quite a few large transactions from before 90 days ago. (Maybe that is just a coincidence that its 90 days and Pay… --- ## [Rental Property Template - Need a way to tie various categories of property expenses to the expense group](https://community.tiller.com/t/rental-property-template-need-a-way-to-tie-various-categories-of-property-expenses-to-the-expense-group/33502)
**Author:** [@MrCredible](https://community.tiller.com/u/MrCredible)\ **Replies:** 1\ **Last updated:** [October 7, 2025, 5:10am UTC](https://community.tiller.com/t/rental-property-template-need-a-way-to-tie-various-categories-of-property-expenses-to-the-expense-group/33502 "2025-10-07T05:10:08Z")
TL;DR: Is there any way to be able to have a more granular or organizational approach to tie multiple expense categories to your rental properties expenses? Currently, with the rental property template, you can only tra… [Next page](https://community.tiller.com/tag/tracking/62.md?match_all_tags=true&page=1&tags%5B%5D=tracking)