Thanks for joining this week’s webinar and for asking so many awesome questions. Below is a replay of the presentation, links to resources mentioned, and answers to the questions that were asked during the session.
Next week’s session will go into detail on budgets. If you haven’t signed up yet, you can do so here.
Access the replay here
Access last week’s session here
Resources
Foundations guide
Customizing Categories
Automate Splitting Transactions
Using AI Suggest (Beta) for AutoCat
How to use AutoCat
Can I use subcategories?
Q&A
| Question | Answer |
|---|---|
| I have a lot of transactions coming in and going out for investments. Should I track those as both expenses if they are negative, but those same types as income if they are positive? Or, should I make it Neutral like a balance transfer? | Setting these up as Transfer type categories would likely make sense, but it depends on how much tracking you need to do or what makes sense for your specific set up. Please see this help article for more information on transfer use cases: Understanding Transfers | Tiller Help Center |
| Will you be covering switching categories after you’ve used them for awhile? I.e. changing previous transactions into new categories? | If you started with the default categories and ran AutoCat after getting started and have changed your mind about your categories and want to clean things up use these steps: 1. Customize your categories on the Categories sheet. See our tips here. 2. Navigate to the Transactions sheet and turn on the filter. Steps are here. 3. Filter on the Category column to show only categories you’ve removed or changed one at a time. Option 1: clear out the Category column for these transactions and click Run AutoCat to have AutoCat with AI Suggest enabled try again or categorize a few examples then Run AutoCat to make sure it has some training examples for a higher chance it will get it right. Option 2: categorize one then use the fill handle to update the instances below the first one that will use the same category. Repeat as needed for different categories. |
| So, would you use Credit card payments as Transfer type? Crediting the credit card balance, and debiting the checking account? I’m struggling with credit card tracking… | The credit card payment use case is described here Understanding Transfers | Tiller Help Center . Please write in to support if there’s more nuance to your situation. |
| My question is about expenditures on my credit card. My credit card is linked to Tiller, so each purchase is recorded as an expense. Then at the end of the month my payment is also recorded on Tiller. How can I keep Tiller from “double counting” these expenses? | The credit card payment use case is described in our guide on Transfers, which is how we advise you categorize credit card payment related transactions Understanding Transfers | Tiller Help Center . |
| You added a seperate item for restuarant for pizza and chic fili- can you add more than one on same lilne? | You would probably then have single name for that or maybe hyphenated? Please follow up here as I may have misunderstood the question |
| If I change categories and my autocat rules, will running autocat update transactions that already have a category assigned to match the new rule? Or does it only look at transactions where the Category is empty? | You can choose whether you want AutoCat to run on only uncategorized transactions or you can set it to overwrite existing categories based on updated rules. More on how to do that here: How to use AutoCat for automatic categorization | Tiller Help Center |
| How did you get the sidebar? | Please see the steps to launch Tiller Money Feeds here Getting Started with Tiller for Google Sheets | Tiller Help Center |
| I creates a sheet in 2026. How can I get my 2025 data to show in the bufgeting sheet? | Please see this helpful article about multi-year budgeting with Tiller: Multi-year Budgeting in the Tiller Foundation Template | Tiller Help Center |
| I am using 2 different worksheets for Tiller: one for Personal Expenses and a separate worksheet for Joint Expenses. I’m having trouble deciding the best way to categorize a transaction made from a personal account that needs to be reimbursed by the Joint account. If I use a Joint owes to Personal category, I lose the ability to categorize the transaction further. Thoughts? | Check out this community discussion about joint accounts for inspiration: Split Credit Card with Partner |
| Two questions: 1. How can I add a new category? 2. If I make manual changes to the loaded transactions (changing description for example), will I lose my changes when I update the connection to my bank? | We suggest overwriting existing categories to add yours, or you can add new categories at the bottom of the sheet Customizing Categories | Tiller Help Center Filling your spreadsheet will add new transactions but will not update existing ones, so if you were to edit the transaction description in your sheet, it would not be updated by future fills. |
| So can we set up budgets for future months easily by adding table columns on the far right on the Categories sheet? | Please see this helpful article about multi-year budgeting with Tiller: Multi-year Budgeting in the Tiller Foundation Template | Tiller Help Center |
| How do you set up sub categories in Google Sheets | Please see this helpful article for more information about subcategories and tagging: Can I use subcategories with Tiller spreadsheets? | Tiller Help Center |
| Is there a way to run a report for spending trends? For example, paying property taxes in December and/or February make those the most expensive months. I would like to see the most expensive and the least expensive months. How would I do that? | The yearly budget tab will give you a high level view of your budget and actuals for each month: Budgeting in the Tiller Foundation Template | Tiller Help Center You may also find this community solution helpful: Budget Review sheet - Summarize expenses, income, and budgets by month or quarter |
| Also, is there a refresh button that we need to click when using Google sheets after making updates on one sheet to see it make changes in the rest of the workbook? | Great question - it depends on what changes you’ve made. For example, if you update a budget for a category in the categories sheet, that change will automatically apply to your monthly and yearly budget sheets. If you create a new category or update an existing one, you would need to run AutoCat to apply those rules to the transactions sheet. |
| Is there a link from help tiller or tiller community to help me think about different groups to consider? | Absolutely! Here is a lively discussion about how Tiller users are thinking about their categories: For those who don't "over track" expenses but have a good system, care to share your Group/Categories? . |
| I’m interested in creating some smart autocat routines. For example, when my paycheck goes through, my employer matches some of my 401k investiments, but at a ratio (e.g., 50% matched). For this situation, I see my contributions as TRANSFER, but my employer’s contributions as INCOME. My categories are actually more specific, but you get the idea. Is there any way to reference incoming transactions to AutoCat others? | It sounds like you may benefit from using saved splits to split your transaction between your contribution and your employer’s matching. You can learn how to do that here: Automate Splitting Transactions | Tiller Help Center It may be worth reaching out to support@tiller.com for help in this specific case depending on how your transactions are appearing in your sheet. |
| How can I add the Group column to my transacitons tab and have that autofill also? | See the steps here Add a Group column to the Transactions Sheet | Tiller Help Center |
| Where can i view trends on spending and income against the budget? | The yearly budget tab will give you a high level view of your budget and actuals for each month: Budgeting in the Tiller Foundation Template | Tiller Help Center You may also find this community solution helpful: Budget Review sheet - Summarize expenses, income, and budgets by month or quarter |
| Can I have a even bigger over arching Goup (I’m thinking everything falls under Investments/ Needs / Entertainment. I’d be doing this for the 50/30/20 rule. Or, I saw there is a template for this system, and maybe I configure what each group falls under for each of the 3 bigger groups from the 50/30/20 template | We currently only support three levels of categorization: type, group, and category. |
| Are there any guides or templates on how to use Tiller with Dave Ramsey’s system? | Tiller doesn’t have a Dave Ramsey solution available out of the box, but this would be a great term to search in the Community or start a new post about! |
| Do I need a separate sign up for tiller community? | Yes. you need to sign up , we recommend using the same email you use Tiller Money Feeds with |
| I know that adding lines to the Category spreadsheet can break it - you should only add new categories at the bottom. Can we sort the categories to be alohabetical without breaking it? | Absolutely! Here is more information about how to filter and sort your sheet: Filtering & Sorting Data in Google Sheets | Tiller Help Center |
| Is there a limit on how many transactions Tiller can handle? I already have almost 15,000 and I’m a bit worried. | There is not a limit from Tiller, but Google Sheets and Excel files have upper limits. The maximum cell limit in Google Sheets is 10 million cells per spreadsheet file and about 1 million rows for Excel. |
| Are there any other things related to categories that can “break” the spreadsheet? Common things you see people do that are not “best practice?” | We have some great troubleshooting guides available if you run into any issues, check these out: AutoCat for Google Sheets Troubleshooting | Tiller Help Center , Troubleshooting the Category dropdown in the Transactions sheet | Tiller Help Center , Tiller for Google Sheets Troubleshooting | Tiller Help Center Additionally, try to avoid renaming the headers of columns. Any cells that are highlighted in green are meant to be edited. |
| If i change existing category name, does it reflect automatically update in the transactions | No, the changes would not reflect in the transactions sheet until you ran AutoCat again, ensuring that you enabled the setting to have it run on all transactions (not only uncategorized transactions). Details can be found here: How to use AutoCat for automatic categorization | Tiller Help Center |
| Can you talk about some of the AI suggest features - and how to turn them off or on. | Please refer to this helpful document about Tiller’s AI Suggest beta: Using AI Suggest (Beta) for AutoCat to automatically categorize transactions | Tiller Help Center |
| Do you reccommend starting an new sheet every 5 years to avoid issues with the limits? | This will vary from person to person depending not he complexity of their sheet and preferences. If you do choose to create a new sheet, you can follow the instructions here: How do I get my budget ready for the new year? | Tiller Help Center |
| ? not on categories- I started new file for 2026, my old file still getting info from accounts- any way to stop it w.out losing data | Absolutely, you can unlink a sheet from Tiller. It will still exist as a file in your Google Drive or stored on your computer, but will no longer receive updates from the console. More information about how to do that can be found here: How to unlink or disconnect a spreadsheet from Tiller | Tiller Help Center |
| So paycheck deductuctions will never come in automatically right? There isn’t anyway to get that visibility if we want to do budgeting all the way from our gross income, and budgeting for all expenses / all expense types? | This isn’t something that Tiller can do out of the box, but we do have some community supported solutions that could be helpful for you. Check out this thread for information: 🏆 Paycheck Deduction Transaction Generator - #138 by jacob80 |
| Is it possible to MANUALLY enter data from the paystub … to show data that is not available in the bank feed? | There is a great community post about this topic, check it out for inspiration here: How to Track Your Paycheck Deductions in a Google Spreadsheet |