We’ve setup categories to group our transactions, so that we can see how much we’re spending on different things at a high-level. Name the SheetĪfter a short while, you can click over to your new Google Sheet, populated with all of your transaction data! How we use Google Sheets to track our spending habits Once you add the bank accounts and credit cards you want to track, you can go ahead and create a new Google Sheet: 1.
This is what your homepage looks like, and where you add accounts or create new Google Sheet templates: Tiller is a third-party tool so you have to create an account with them, which is done securely through your Google account credentials. It costs $79/year, which is tremendous value since you’re getting a fully customizable, automated personal finance tool. Of course, you can also build your own solutions to answer whatever questions you have. Tiller has a suite of Google Sheet templates available too, covering spending, saving, budgeting and net worth tracking, so that you can visualize your financial data immediately. It’s been transformative for our family’s sanity and helped us get on top of our spending and hit our saving goals. It means we can see all of our financial transactions in one place and do our own custom analysis in Google Sheets. Tiller is an amazing tool that connects our bank accounts and credit cards securely to Google Sheets (or Excel), and automatically updates them on a daily basis. It now only takes us about 10 or 15 minutes each week, so we can focus on understanding our financial situation better, and maximize our saving. How we created a system in Google Sheets for tracking our spending habits. We’ve had those frustrating conversations, knowing that if we had better insights into our financial habits we could do a much better job at financial planning. We’ve found it challenging to find time to manage our family finances, so we’ve been in this position of flying blind without a financial tracking plan in place. Life is crazy, crazy busy for us right now. My wife and I have two beautiful boys, aged 2 and 4, and we’re both ambitious with our careers and work full-time. You fall back on anecdotes and feelings because you have nothing else to go on.Ĭonversations start with phrases like: “it feels like we haven’t spent much on eating out this month” and they don’t get any better from there. Trying to have conversations about saving, spending and planning for retirement is infinitely more difficult and more stressful without accurate numbers in front of you. “If you can’t measure it, you can’t improve it.” – Peter Druckerĭisclosure: Some of the links in this post are affiliate links, meaning I’ll get a small commission (at no extra cost to you) if you signup.
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