Tags in the Transactions sheet

[Blake]

@rianandcourtney

What you have here are two totally different tools that often are referred to using the same “Tags” name.

Below is the best short concise explanation by Tiller that I could quickly find.

I don’t recommend using the Tags column in the Categories sheet for generating a list of tags if you want to be able to tag individual transactions. The Tags column in Categories is very specific to applying the same tag to ALL transactions that are using that specific Category and is for use with the Category Rollup and Estimated Tax templates available via the Tiller (non-Feeds) add-on .

Data Validated Sub-Categories

Hi @dpilitsis1, You might want to take a look at how to use tags with categories. More info here: This doesn’t exactly provide the 1 to 1 level of Sub-category matching, since the Tag field can have multiple comma-separated values. I have experimented with adding my own Sub-Category sheet to Tiller. The basic workflow was adding a Subcategory column to my Transactions sheet. You might want to add a Sub-sub-category column too. Then, I added a new sheet callled Subcategory. The first Column …

The Category sheet Tags tool is basically used to make the Category Rollup and Estimated Tax templates work. Here, the tag brings in all transactions based on the category associated with the transaction. All the work is done on the Categories sheet, you never even go to the Transactions sheet.

The Transactions sheet Tags tool basically allows you to tag 50 different transactions on the Transactions sheet and have them all show together in a list on the Tags sheet. This is the Tags tool that I think you are interested in. This tool offers tons of flexibility while the other one is more narrow and focused.

I am currently using the Transactions sheet Tags tool to filter my medical costs that I need to run through my FSA and HRA.

I hope this helps,

Thanks,

Blake