Tiller

Heather Phillips

Everything you need to know about customizing and working with categories in your Tiller-powered spreadsheets

Customizing Categories

Learn how to assign categories to transactions, how automated categorization works, and how to re-categorize transactions after editing your Categories list.

Categorizing Transactions

Learn how to set up subcategories within your Tiller finance spreadsheet.

Can I use subcategories with Tiller spreadsheets?

Learn how to use AutoCat for automatically categorizing and enriching your transactions.

How to use AutoCat for automatic categorization

Using transfer categories to manage payment transactions between accounts that are both linked to Tiller.

Understanding Transfers

Sometimes it's nice to break up a single transaction into multiple categories.

Splitting Transactions Between Multiple Categories

Learn how to use the Category Hint column data for your categories

Using Tiller’s Category Hints

AI Suggest allows Tiller's AI model automatically categorizes uncategorized transactions in your Google Sheet.

Using AI Suggest to automatically categorize transactions

Learn about the pre-categorization workflow for brand new Google Sheets

Tiller’s Pre-categorize transactions workflow

Basics

Learn why your category dropdown might be broken, missing, or not showing all categories.

Troubleshooting the Category dropdown in the Transactions sheet

Fix common AutoCat and AI Suggest issues in Google Sheets, including rules that won't run, incorrect categories, and rule conflicts.

AutoCat for Google Sheets Troubleshooting

AutoCat for Microsoft Excel Troubleshooting

Troubleshooting

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