Docs: Estimated Quarterly Tax Sheet

[heather]

, @ryan.n!

The Tag column is distinct from the “Type” column you’re referencing. Here’s the doc on how to add the Tag column that the Estimated Tax sheet needs.

Docs: Using Tags in the Categories sheet

Why use tags with categories? Using tags at the Category offer another level of data organization. You can quickly apply the same tag to any transaction based on the category assigned. You can also take advantage of a few of the reporting features and templates offered in the Tiller add-on when you use the Tag column in your Categories sheet. How to add the Tags column to the Categories sheet Open the Categories sheet Right click the “Type” column and choose “Insert 1 right” Select the ent…