Savings Budget Spreadsheet

A simple envelope/rollover savings budget template for Google Sheets.

Functions:Budgeting Expenses
From:Randy Hulett

About the Savings Budget Spreadsheet

The Envelope Savings Budget Spreadsheet template is a simple envelope/rollover savings concept for Google Sheets. It is designed to deliver the following benefits:

Compatibility with Tiller’s Foundation Template
In-category “rollover/envelope” savings workflows
Responsive performance
Simple to use and get started
Activation of savings workflows on a per-category basis
In-dashboard workflows to modify budgets and savings values
Budget and savings change-history logging
Compatibility with the Savings & Debt template to manage longer-term goals

Using the Savings Budget with the Tiller Foundation Template

Tracking changes to savings rollovers requires an additional log sheet called Budget Journal. The add-to-spreadsheet process will also insert a sheet called Budget Journal into your spreadsheet.

Further, the installation will add a “Track” column to your Categories sheet where you can enable “Savings” functionality on a category-by-category basis.

Support & Documentation

View Tiller Community documentation for the Savings Budget Spreadsheet
All Tiller Community Solutions are exclusively supported in the Tiller Community

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This template is designed for spreadsheets powered by Tiller, the only personal finance service based on Google Sheets and Microsoft Excel.

The best way to use this template is by trying Tiller free for a month. Your card isn't charged until the end of your trial, and you can easily cancel anytime. Any data and templates you download during your trial are yours to keep.

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FAQ

Unless otherwise noted above, this is a free template built by a member of the Tiller Community. Some community templates may only be accessible via the Tiller Money Feeds add-on, which requires a Tiller free trial or subscription to use. Additionally, it’s recommended for use within the Foundation Template.

Tiller is the only automated personal finance service for Google Sheets and Microsoft Excel. Tiller automatically imports your daily spending, income, and balances in your spreadsheets, so you can see all your finances in one place and manage your money, your way. Learn more →

Unless otherwise noted above, this free template is installed with the Tiller Community Solutions add-on for Google Sheets. It's an easy way to browse and install dozens of free, prebuilt sheets for tracking budgets, debt payoff goals, net worth, savings, and more, all from the Google Sheets sidebar. Some community templates can be installed using Tiller Money Feeds. See Installation details above.

This template for Excel works best when installed in Tiller’s Foundation Template.

Review the Support and Documentation section in the template details above to learn how to get support for this template in the Tiller Community.