Managing personal finances can be overwhelming, especially when using generic budgeting apps that don’t fit your unique needs. Many apps force users into predefined categories and offer little flexibility in how financial data is displayed.
That’s where Tiller comes in. Tiller integrates directly with Google Sheets and Microsoft Excel, allowing you to create a fully customizable finance dashboard that works exactly how you want it to. Instead of adjusting to rigid tools, you have complete control over how you track and manage your money.
Why a Custom Finance Dashboard Matters
A budgeting tool should adapt to your lifestyle, not the other way around. With a custom finance dashboard, you can:
- Track spending categories that matter to you (not just preset ones).
- Visualize financial trends with graphs and reports that make sense for your goals.
- Monitor multiple accounts in one place without switching between apps.
- Automate your finances while keeping full control over the structure and layout.
Tiller makes this possible by syncing real-time financial data into your spreadsheet while letting you customize everything.
How to Build a Custom Finance Dashboard with Tiller
1. Get Started with Tiller
- Sign up for Tiller’s 30-day free trial at TillerHQ.com.
- Choose whether to use Google Sheets or Microsoft Excel.
- Connect your bank accounts, credit cards, and investment accounts for automatic data syncing.
2. Choose a Starting Template or Build Your Own
Tiller provides pre-built finance templates, including:
- Monthly Budget – Track income, expenses, and savings.
- Net Worth Tracker – Monitor total assets and debts over time.
- Spending Trends – See where your money goes with detailed category reports.
If none of these fit your needs, you can start from scratch and design your own dashboard.
3. Organize Your Financial Data
- Use custom categories instead of generic ones from other apps.
- Add color coding and filters to make reports easier to read.
- Create spending alerts to stay within your budget.
- Add charts and graphs for visual insights into your finances.
4. Automate Data Entry with Bank Syncing
- Tiller automatically imports transactions daily, so you don’t have to enter data manually.
- Transactions are categorized, but you can adjust them as needed.
- Receive daily email summaries of your spending and account balances.
5. Track Progress & Make Adjustments
- Compare planned vs. actual spending each month.
- Adjust budget categories as your financial situation changes.
- Set savings goals and track progress in real-time.
Why Tiller is Better Than Traditional Budgeting Apps
Unlike budgeting apps that limit customization, Tiller offers:
- Unlimited flexibility – You decide what to track and how to display it.
- Full ownership of your data – Your financial data stays in your spreadsheet, not on a company’s servers.
- No ads or selling of user data – A privacy-focused approach to finance tracking.
With Tiller, you get automation, customization, and complete control over your finances. Instead of using a rigid, one-size-fits-all app, you can design a finance dashboard that matches your unique financial goals.