Once you’ve refined your Categories sheet to meet your business’ unique financial situation, you can set up AutoCat to help you save time categorizing your transactions.

This is a great way to quickly categorize historical data when you’re first starting out with your Tiller Simple Business Spreadsheet, but it’s completely optional. 

If you’d rather categorize each transaction one by one, you can do that, and it's pretty quick and easy too. 

How to Install AutoCat in your Simple Business Spreadsheet:

  1. Open your Simple Business Spreadsheet
  2. Open the add-ons menu at the top of the Google Sheet
  3. Choose Tiller > Tiller Tools > AutoCat > Start
  4. Click "Create" in the sidebar that appears
  5. Start building your ruleset

Build a ruleset for your most common merchants and recurring transactions. Then turn on the Auto Run feature and AutoCat will automatically categorize those transactions for you as they come into your Transactions sheet. 

To turn on the Automatic Run feature:

  1. Install AutoCat 
  2. Open the add-ons menu at the top of the Google Sheet
  3. Choose Tiller > Tiller Tools > AutoCat > Run Automatically

Learn more about AutoCat and how to build a ruleset

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