The Tiller Simple Business spreadsheet immediately provides insights on your business inflows and outflows as well as the current balances for all accounts linked to the spreadsheet. Gain even more clarity around your business finances by following these recommended steps. 

Watch the getting started video or review the written steps below. 

1. Refine your categories 

The Tiller Simple Business Spreadsheet comes loaded with vetted business categories, but you can refine these to meet your unique business workflows. How does your business spend and earn money each month? 

Overwrite or delete any example groups and categories you don’t need. Start by filling in the Group, Category, and Type. Categories must be unique and all categories must have a group and type assigned. 

Read more about easy categories for business. 

2. Check in on your automated transactions

Tiller automatically adds transactions from linked financial accounts to your Transactions sheet each day. Tiller can pull up to 90 days worth of data for most institutions. 

Use these tips if you need to add more historical data.

For quick and automated categorizing

Set up AutoCat, our category automation tool or quickly categorize by hand in the Transactions sheet. 

Categorizing your transaction data brings the Dashboard to life and fuels the data for your business reporting such as a profit and loss statement. 

Learn more about setting up AutoCat for automating your business category workflows. 

3. Quickly gain insights

Once you’ve categorized your transaction data your insights are ready. Check in on your dashboard to quickly see a breakdown of your income vs expense for a selected time period, zero in on spending or earning for a specific category, pinpoint your cash flow, and understand spending and income breakdown by group. 

Learn more about insights on the Tiller Simple Business Dashboard.

Optional Steps

The below steps are optional depending on whether or not you need to reconcile transactions and statements and generate the specific reports that are available in the Tiller add-on business tools. 

4. Stay organized with everything in one place

Seamlessly keep your business finances organized and current by using the transaction and statement reconcile features. 

  • With transaction reconciliation you can see projected cash flow by adding in checks and payments before they’ve cleared. 
  • Your data stays organized when you use the Statements sheet to track your transactions against your account statements. 

Learn more about the Tiller Simple Business reconcile features.

5. Easily generate business critical reports

Reporting is key for your business finances. With the Tiller add-on business features you can quickly generate a profit and loss statement as well as line item detail category reports. These reports make understanding your business financials and sharing key information with your accountant a breeze.

Read more about generating reports with the Tiller add-on.

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