Envelope Budget - Google Workspace Marketplace

Your financial life in a Google Spreadsheet, automatically updated each day. Includes templates for personal finance and business.

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Listing updated:October 17, 2022

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Overview

The Envelope Budget add-on combines the the Tiller Money Budget Template and the popular AutoCat tool to unlock powerful personal-finance workflows in Google Sheets. 

Included with the Envelope Budget add-on:

► Tiller Budget, a complete and highly customizable Google Sheets budgeting solution for personal finance. Includes powerful automated tracking and rollover features. With Tiller Budget, you can manage your money in a spreadsheet faster, easier, and with the greatest control. 

With the Tiller Budget, you can create your own budgeting strategies, or follow the popular Envelope or Zero-sum methods. Track spending with ultra-customizable categories. Set savings targets in multiple categories. Use dynamic budget and rollover adjustment shortcuts. Set budgets for past and future time periods, and track multiple concurrent budgets. All based on your current financial data.

► AutoCat, a powerful tool for categorizing transactions your way. Easily create rules based on descriptions, accounts, or amounts to ensure recurring transactions are assigned just the right categories.  AutoCat gives you the convenience of automation balanced with fine-grained control.

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A User of Envelope Budget

December 31, 2019

I was looking for a powerful alternative to MS Money for a long time and never settled on anything that met all of my needs. The learning curve for Tiller is high, but if you know spreadsheets well, this tool is highly recommended and fully customisable to any requirement. The AutoCAT functionality and automated bank feeds (which come courtesy of Yodlee) will save me hours of work every year, which means the current cost is worth it for me. I would prefer a more complete native Excel solution, but Google sheets is fine for now.

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A User of Envelope Budget

February 12, 2019

Extraordinary piece of software, extraordinarily helpful. Perfect. With the data, which is truly easy to gather (because they use the Yodlee data aggregation tool) you can do anything you want. The daily email update is very convenient. I strongly recommend this to anyone who wants the freedom to do with the data what they want, using the incredibly powerful Google Sheets software, and who wants to avoid the straitjacket and obtrusive advertising of something like Mint.

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A User of Envelope Budget

October 24, 2018

I just want to be able to import transactions. Supposedly Tiller does that, although they can't tell you whether or not your bank is supported until after you pay for a year. But even if it does work, it's not a separate function. You have to use their financial templates. I can't believe no one has made a simple add-on to import bank transactions...

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A User of Envelope Budget

December 26, 2017

AutoCat is AMAZING. The key value prop for me buying Tiller was time savings. I tried many budget tools but ultimately drifted back to spreadsheet for flexibility and power. My cost was time of copy/pasting transactional data. Tiller solved that, which is why I pay for the service. Now with AutoCat my time savings value is exponentially greater!!! I can AutoCat 80% of my transactions w/ 50 simple rules (diminishing returns to go further). Simple. Effective. Keep up the great work.

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A User of Envelope Budget

January 11, 2020

I have been looking to get away from Quicken and this looks to be the ticket. I have used it and customized it to my liking and so far it works great. The learning curve is not bad with all the videos Tiller has put out.

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A User of Envelope Budget

January 1, 2020

If you know anything about spreadsheets, and are willing to spend $5 a month, this thing is awesome. The customization options make this the perfect financial tool for the DIY crowd.

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A User of Envelope Budget

January 5, 2019

Tiller is an amazing tool for those that want a combo of automation and hands-on budgeting and want the flexibility of spreadsheets. I could never get into YNAB - too much time to learn their rigid system and use their software. Tiller is the best of both worlds!

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A User of Envelope Budget

May 20, 2020

Does just what I need! Spreadsheets sound sophisticated but this actually very user friendly. You get what you pay for.

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A User of Envelope Budget

March 22, 2019

Tiller is an app that I frequently reference when talking about well-built user experiences. It has a core function, syncing a sheet with your financial data, and a bunch of additional helpers on top. You choose what you do and how you do it. My last year and a half has been some of the most financially enlightening of my life, and even after purchasing an investment property last year my 2018 taxes were a relative breeze.

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A User of Envelope Budget

April 18, 2020

Finally, a replacement for the old Quicken. Perfect for a sole-proprietor with minimal accounting complexities.

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