Open the Categories sheet to start customizing your Categories. Think about how you spend and earn money. Try to keep it simple. We provide a few example categories to help you think about it.
Overwrite or delete the example categories and add new ones. The template supports up to 200 categories. All categories should have a Group and a Type assigned.
Hide a category from other reports by marking it as “Hide” in the “Hide from Reports” column on the Categories sheet.
If you plan to use the Tiller Foundation Template for budgeting, you can also set your budget amounts per category on the Categories sheet in the appropriate month columns to the right of the Categories list.