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 instru…

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 …

[image] dfrank5921: can you point me to the instructions on adding a category? Here are the Tiller Help Center instructions for customizing categories: Custom categories - Customizing Categories | Tiller Help Center Categories are the backbone to a strong financial foundation. Th…

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 com…

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 …

And here’s the link to the travel template documentation if you have questions. There even is a video. [image] Docs: Travel Planner Template gSheets Templates About the Travel Planner Spreadsheet This spreadsheet is for those who want to analyze their travel s…

That’s exactly how I did our new build, tagged as “New Construction “, then categorized each expense under each trade. I could then run a report to reflect subtotals and totals, which will also help if you have to sell and need to get your deductions in, if not in the home long enough to cover your…

Non-recurring expenses but need them tracked

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PCB March 12, 2026, 2:07am 6

And here’s the link to the travel template documentation if you have questions. There even is a video.

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Non-recurring expenses but need them tracked

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