This help article is for our Budget Template version 1.0. 

As of May 17, 2018 we have released the version 2.0 of this template, which you can learn about here.

The Categories sheet is where you’ll establish your category groups and categories, and then you will assign them to a type. 

You can create as many categories as you choose. Each category should be assigned to a group, and you can use as many unique groups as you’d like. The Tiller Budget template will organize your categories by group in the Budget sheet and the Category Detail sheet. 

Next, assign each category to a Type. The spreadsheet supports three types: Income, Expense, and Transfer. This budget sheet will separate your categories and groups by account type in the Budget and Category Detail sheets. Any categories marked with a Transfer type will be excluded from these reports.

Read more about using the transfer category.

Hiding Categories From Reports

If there are other categories you’d like to exclude from reports in addition to those marked Transfer, you can hide them in the “Hide from Reports” column.

Your budget for each category can be set either here on the Categories sheet or on the Budget sheet in the “New Plan” column. If you update your budget in one place, the scripts in the sheet will automatically update it in the other location. 

Next up: Understanding the Budget sheet

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