Savings Budget Spreadsheet

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

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