- Fill in your list of categories and subcategories on the Category setup sheet.
- Add a "Subcategory" column to your transactions sheet to the left of the existing Category column.
Note: Adding next to this existing category column will replicate the category logic in the new column.
TIP: A sub-category method is available in the Tiller Budget template.
Now you have the ability to choose a category and a subcategory from your Transactions sheet. You can then build reports and pivot tables using these new subcategories to break down your spending in detail.