Hello Tiller friends!
We will be incurring some hefty expenses in 2026 due to a home purchase and remodeling activity. I’d like to be able to track this for future purposes. Is it as simple as creating a new category for “Home Renovations” in the 2026 template? If so, can you point me to the instructions on adding a category? Much appreciated!
The category sheet is where you should make changes to your categories, and it is fully customizable. I deleted all the standard categories and added my own that made sense for my budgeting style. Category names should just not be duplicated. Make sure to assign a group and type. Budget amounts can be adjusted as needed or not included if you just want to track the expense.
Here are the Tiller Help Center instructions for customizing categories:
You can also add Tags. The Category can be Home Renovations, and the Tags could be room or project specific if you want to track at that level. We have used Tags for a flooring project, a kitchen project, and a bathroom project. You can put multiple Tags on a Transaction, just separate them with commas (no spaces after the comma).
If you have the tags column, try this template and tell me how it goes.
You have to copy it to your foundation template woorkbook.
It’s based on the travel planner template. Light green cells should be filled. It will generate a unique tag for each step of the project.
Just put the tag generated by the project planner template in the tags column of your transaction sheets and it will pull all your transactions as your project goes on.
And here’s the link to the travel template documentation if you have questions. There even is a video.
