Open the Categories sheet (tab along the bottom) to start customizing your Categories. Think about how you spend and earn money. Try to keep it simple. There's no need to overthink it. We provide a few example categories to help you think about it.
Overwrite or delete the example categories and add new ones.
We recommend adding new categories to the bottom of the list rather than inserting rows.
Once you've got a complete list you can sort the Categories sheet by the Group or Category column to see your categories organized more neatly.
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 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.
