Repeat steps 3 and 4 for the “Category Group” column in the YNAB Budget export to copy the Group data into your Foundation template.

In your Foundation template right click the second cell in the Category column (row 2) on the Categories sheet and choose Paste Special > Values only.

Copy the list by right clicking (or CMD + C for Mac or CTRL + C for Windows). Select the first category, hold shift, then select the last category to do a bulk selection. First copy over your categories from the Category column in the YNAB budget CSV.Open your Foundation template sheet from the Tiller Console ( ) and navigate to the Categories sheet (a tab along the bottom).

In your Google Drive double click the “My Budget as of – Budget.csv file and then click the “Open with Google Sheets” button at the top.It does not calculate your surplus or deficits per category month to month.įor envelope or zero-sum budgeting, you can add the Foundation template compatible Savings Budget solution built and supported in the Tiller Community. The Foundation template offers a monthly and yearly budgeting option. The next step is reorganizing the YNAB budget CSV to match the Foundation template Categories sheet. Once those are downloaded onto your computer open your Google Drive at and drag and drop the two CSV files from the YNAB export into your drive.This will export a zip file that contains two CSVs: one for your budget and one for your register. You can do this by clicking on “My Budget” in the top left and then choosing Export Budget. Link the same accounts that were linked to the YNAB budget that you will export.After connecting your bank accounts, create a spreadsheet and choose to start with Google Sheets from the Tiller Console.We may even support some accounts for a direct bank connection that YNAB doesn’t and we offer faster, more reliable OAUTH based connections for several popular institutions like Bank of America, Chase, and Wells Fargo. Read: Tiller vs YNAB: Frequently Asked Questions and Migration Tips If you haven’t already, sign up for a free trial of Tiller with your Google Account and connect the same accounts you are tracking in YNAB to your Tiller Console. Track all your accounts in one place with everything customizable, strict privacy, and no ads.

Prebuilt templates help you budget, analyze trends, and confidently plan your financial future. No more data entry, CSV files, or logging into multiple accounts. That’s because Tiller automatically imports all your daily spending, income, debts, and account balances directly into Google Sheets and Microsoft Excel. Tiller is the easiest way to manage your financial life with the flexibility, privacy, and control of a spreadsheet. If you’re looking for a YNAB alternative, you can use these easy steps to get your budget and register out of YNAB and into a Tiller-powered Google Sheet.

Ynab budgeting my savings