# \#business **URL:** https://community.tiller.com/tag/business/67.md [Latest](https://community.tiller.com/latest.md) · [Categories](https://community.tiller.com/categories.md) · [Tags](https://community.tiller.com/tags.md) --- ## [Utilizing Classes Like Quickbooks?](https://community.tiller.com/t/utilizing-classes-like-quickbooks/33925)
**Author:** [@mitch1](https://community.tiller.com/u/mitch1)\ **Replies:** 3\ **Last updated:** [January 9, 2026, 8:50pm UTC](https://community.tiller.com/t/utilizing-classes-like-quickbooks/33925 "2026-01-09T20:50:21Z")
My use case is I have one business with one bank account that has two very distinct departments. Service and rentals. In an ideal world I would be able to classify each transaction based on which department it’s associ… --- ## [Business Balance Sheet with Equity for CPA](https://community.tiller.com/t/business-balance-sheet-with-equity-for-cpa/33436)
**Author:** [@Taboo](https://community.tiller.com/u/Taboo)\ **Replies:** 2\ **Last updated:** [September 23, 2025, 5:03pm UTC](https://community.tiller.com/t/business-balance-sheet-with-equity-for-cpa/33436 "2025-09-23T17:03:18Z")
I’m looking to send an end of year Balance Sheet with equity to my CPA. 1 - How can I adjust the Balances template to a specific date? 2 - Is there a template that includes equity so that Assets & Liabilities are equal… --- ## [Balance Sheet - Small Business](https://community.tiller.com/t/balance-sheet-small-business/30892)
**Author:** [@info3](https://community.tiller.com/u/info3)\ **Replies:** 5\ **Last updated:** [August 22, 2025, 3:24pm UTC](https://community.tiller.com/t/balance-sheet-small-business/30892 "2025-08-22T15:24:17Z")
Hello, I’m new to Tiller, and I was wondering if there’s an automated Balance Sheet Template for Small Businesses. I know that the Foundation Template includes a Balance sheet, but that’s not what I’m looking for. If a… --- ## [Tracking both business and Personal expenses, doing in one file using categories or using two separate files?](https://community.tiller.com/t/tracking-both-business-and-personal-expenses-doing-in-one-file-using-categories-or-using-two-separate-files/32233)
**Author:** [@brirscott](https://community.tiller.com/u/brirscott)\ **Replies:** 6\ **Last updated:** [June 19, 2025, 10:01pm UTC](https://community.tiller.com/t/tracking-both-business-and-personal-expenses-doing-in-one-file-using-categories-or-using-two-separate-files/32233 "2025-06-19T22:01:41Z")
I’m guessing this has been asked and answered, but I didn’t have any luck finding a clear answer. I am a new user just getting started and started down one path but then decided I might be doing it the wrong way. If I … --- ## [Categories and tags for mixed personal and business expenses](https://community.tiller.com/t/categories-and-tags-for-mixed-personal-and-business-expenses/31925)
**Author:** [@aas](https://community.tiller.com/u/aas)\ **Replies:** 5\ **Last updated:** [June 5, 2025, 12:39pm UTC](https://community.tiller.com/t/categories-and-tags-for-mixed-personal-and-business-expenses/31925 "2025-06-05T12:39:59Z")
I’ve been using a single Tiller sheet for tracking both personal and business expenses, but I’m finding some limitations with my current approach. Many transactions like tax payments and travel expenses naturally fall in… --- ## [Excel Business Reports](https://community.tiller.com/t/excel-business-reports/14054)
**Author:** [@lindam](https://community.tiller.com/u/lindam)\ **Replies:** 5\ **Last updated:** [June 4, 2025, 6:35pm UTC](https://community.tiller.com/t/excel-business-reports/14054 "2025-06-04T18:35:49Z")
Are there now, or being developed, business templates for the Excel version? I have looked through the community and I do not see any Profit and Loss templates for the Excel version, nor bank reconciliations, nor a Simp… --- ## [Question Self-employed or Innovative Tiller Users!](https://community.tiller.com/t/question-self-employed-or-innovative-tiller-users/6614)
**Author:** [@operatingwithorganiz](https://community.tiller.com/u/operatingwithorganiz)\ **Replies:** 2\ **Last updated:** [December 24, 2020, 5:59pm UTC](https://community.tiller.com/t/question-self-employed-or-innovative-tiller-users/6614 "2020-12-24T17:59:46Z")
Hello, let me first start by saying I absolutely love using Tiller. The fact it can automatically pull in transactions from beyond a wide range of financial institutions brings me an exponential amount of joy. The automa… --- ## [Employee Taxes withheld](https://community.tiller.com/t/employee-taxes-withheld/31171)
**Author:** [@vilibara](https://community.tiller.com/u/vilibara)\ **Replies:** 2\ **Last updated:** [April 15, 2025, 7:00pm UTC](https://community.tiller.com/t/employee-taxes-withheld/31171 "2025-04-15T19:00:52Z")
Question: How are businesses using Tiller categorizing employee taxes withheld? These are liabilities and not business expenses, but since there isn’t a “liability” type (only expense, income or transfer) I’m curious wh… --- ## [Creating a Balance Sheet for a Previous Date](https://community.tiller.com/t/creating-a-balance-sheet-for-a-previous-date/31099)
**Author:** [@larbilzen](https://community.tiller.com/u/larbilzen)\ **Replies:** 2\ **Last updated:** [March 10, 2025, 11:07pm UTC](https://community.tiller.com/t/creating-a-balance-sheet-for-a-previous-date/31099 "2025-03-10T23:07:46Z")
Hi - I feel like this is a very simple question but unfortunately could not find an answer to it in any other posts. I am looking to create a Balance Sheet for a previous date (for 12/31/2024, for example), to provide t… --- ## [Keeping Business and Personal accounts separate](https://community.tiller.com/t/keeping-business-and-personal-accounts-separate/10332)
**Author:** [@boydo](https://community.tiller.com/u/boydo)\ **Replies:** 7\ **Last updated:** [January 26, 2023, 1:48pm UTC](https://community.tiller.com/t/keeping-business-and-personal-accounts-separate/10332 "2023-01-26T13:48:29Z")
I Currently have a business bank and credit card using the Foundation sheet. I would like a totally separate sheet for personal accounts. What are the steps to achieve this? Thank you. --- ## [Tiller for Business and Personal](https://community.tiller.com/t/tiller-for-business-and-personal/30699)
**Author:** [@arlaurin](https://community.tiller.com/u/arlaurin)\ **Replies:** 1\ **Last updated:** [February 15, 2025, 6:39pm UTC](https://community.tiller.com/t/tiller-for-business-and-personal/30699 "2025-02-15T18:39:57Z")
Hello, I have been using Tiller for my personal accounting with Excel for about 2 months and really like it. I wanted to expand it and start a second spreadsheet for building out my personal business books using the Bu… --- ## [Creating My Categories](https://community.tiller.com/t/creating-my-categories/29445)
**Author:** [@billalpert](https://community.tiller.com/u/billalpert)\ **Replies:** 10\ **Last updated:** [January 12, 2025, 7:13pm UTC](https://community.tiller.com/t/creating-my-categories/29445 "2025-01-12T19:13:54Z")
To maintain continuity with my previous accounting solution, I’ll need to create a good number of categories, many more that appear on the default sheet. Should I/Can I create a separate category tab(s) for my own busi… --- ## [Multiple Businesses that Share a Single Credit Card](https://community.tiller.com/t/multiple-businesses-that-share-a-single-credit-card/29444)
**Author:** [@billalpert](https://community.tiller.com/u/billalpert)\ **Replies:** 4\ **Last updated:** [December 18, 2024, 10:19pm UTC](https://community.tiller.com/t/multiple-businesses-that-share-a-single-credit-card/29444 "2024-12-18T22:19:20Z")
I’m just getting started, and yes, I do need to watch/read some training. Any suggestions appreciated. But I’m doing some initial setup, and would like to set up a structure that I won’t have to re-work down the line. I… --- ## [Tracking income to a business, transferring to personal, paying CC balances down (personal and business purchases)](https://community.tiller.com/t/tracking-income-to-a-business-transferring-to-personal-paying-cc-balances-down-personal-and-business-purchases/29327)
**Author:** [@Sergio](https://community.tiller.com/u/Sergio)\ **Replies:** 5\ **Last updated:** [December 11, 2024, 6:44pm UTC](https://community.tiller.com/t/tracking-income-to-a-business-transferring-to-personal-paying-cc-balances-down-personal-and-business-purchases/29327 "2024-12-11T18:44:26Z")
Newbie here, I run a tour business. Tour income arrives in Business Account, I transfer a % of that “tour income” to personal checking account, then I pay off CC debts from many cards from personal checking account. H… --- ## [Setting up Businesses in Tiller](https://community.tiller.com/t/setting-up-businesses-in-tiller/7424)
**Author:** [@abilityto](https://community.tiller.com/u/abilityto)\ **Replies:** 10\ **Last updated:** [September 15, 2023, 3:38pm UTC](https://community.tiller.com/t/setting-up-businesses-in-tiller/7424 "2023-09-15T15:38:24Z")
Hello - I have 2 businesses. I just painstakingly reconciled 2020 in my quickbooks accounts for both. I would like to close out both quickbooks accounts and move both my businesses to Tiller. I found 2 articles - SB C… --- ## [Docs: Estimated Quarterly Tax Sheet](https://community.tiller.com/t/docs-estimated-quarterly-tax-sheet/118)
**Author:** [@randy](https://community.tiller.com/u/randy)\ **Replies:** 4\ **Last updated:** [June 28, 2022, 3:24pm UTC](https://community.tiller.com/t/docs-estimated-quarterly-tax-sheet/118 "2022-06-28T15:24:48Z")
What is the Estimated Quarterly Tax sheet? The Estimated Quarterly Tax sheet helps freelancers, consultants, and other small businesses estimate and forecast their quarterly taxes in real time. It’s a great tool for th… --- ## [Docs: Small Business Comprehensive Guide](https://community.tiller.com/t/docs-small-business-comprehensive-guide/78)
**Author:** [@heather](https://community.tiller.com/u/heather)\ **Replies:** 0\ **Last updated:** [August 9, 2019, 4:39pm UTC](https://community.tiller.com/t/docs-small-business-comprehensive-guide/78 "2019-08-09T16:39:38Z")
Quick Start Guide These workflows will help you get set up using Tiller for managing your business finances. This quick start section helps you install a business dashboard, asks you to think through your category sche… --- ## [Docs: Creating Reports](https://community.tiller.com/t/docs-creating-reports/2365)
**Author:** [@randy](https://community.tiller.com/u/randy)\ **Replies:** 0\ **Last updated:** [January 27, 2020, 10:34pm UTC](https://community.tiller.com/t/docs-creating-reports/2365 "2020-01-27T22:34:36Z")
Three report generators are built into the Tiller Community Solutions add-on: P&L report - create a basic P&L report Category (detail) report - zoom into category line item detail grouped by description/payee Catego… --- ## [Small Biz: how to account for line items on my invoices?](https://community.tiller.com/t/small-biz-how-to-account-for-line-items-on-my-invoices/11103)
**Author:** [@stephanie1](https://community.tiller.com/u/stephanie1)\ **Replies:** 6\ **Last updated:** [February 14, 2022, 3:34pm UTC](https://community.tiller.com/t/small-biz-how-to-account-for-line-items-on-my-invoices/11103 "2022-02-14T15:34:41Z")
Haven’t found anything with a few different search queries so asking here! I am attempting to switch from using quickbooks online simplestart to tiller, but can’t wrap my head around how to track the different line item… --- ## [Help with Financial Model for Agency](https://community.tiller.com/t/help-with-financial-model-for-agency/8044)
**Author:** [@nextlaunch](https://community.tiller.com/u/nextlaunch)\ **Replies:** 8\ **Last updated:** [April 7, 2021, 5:52pm UTC](https://community.tiller.com/t/help-with-financial-model-for-agency/8044 "2021-04-07T17:52:57Z")
Hi everyone, I have a few clients right now and I am really struggling putting together a financial model and budget to get my costs sorted out across the 3 client projects. There are a number of sub-contractor expense… --- ## [Using Tiller to reflect owner's draw and owner's equity...?](https://community.tiller.com/t/using-tiller-to-reflect-owners-draw-and-owners-equity/7681)
**Author:** [@syada](https://community.tiller.com/u/syada)\ **Replies:** 2\ **Last updated:** [February 15, 2021, 1:22am UTC](https://community.tiller.com/t/using-tiller-to-reflect-owners-draw-and-owners-equity/7681 "2021-02-15T01:22:41Z")
I’m using Tiller to pull from both my personal and business bank accounts. When I take an owner’s draw, it’s ultimately a transfer… but it’s both a business expense and my personal income. I’m not sure how to categorize … --- ## [Separate tab for business expenses](https://community.tiller.com/t/separate-tab-for-business-expenses/6095)
**Author:** [@pjsiebert](https://community.tiller.com/u/pjsiebert)\ **Replies:** 2\ **Last updated:** [November 11, 2020, 2:49pm UTC](https://community.tiller.com/t/separate-tab-for-business-expenses/6095 "2020-11-11T14:49:47Z")
Hello, I finally have enough steady consulting work to merit starting an LLC and getting a bank account to use only for business income and expenses. However, it’s an online account (Novo Bank) and I will be depositing … --- ## [How do have separate foundation reports (like monthly budget etc) for different tags?](https://community.tiller.com/t/how-do-have-separate-foundation-reports-like-monthly-budget-etc-for-different-tags/3304)
**Author:** [@Ghopper21](https://community.tiller.com/u/Ghopper21)\ **Replies:** 2\ **Last updated:** [March 25, 2020, 10:54pm UTC](https://community.tiller.com/t/how-do-have-separate-foundation-reports-like-monthly-budget-etc-for-different-tags/3304 "2020-03-25T22:54:39Z")
I am a small business owner and (unfortunately) I have personal and business expenses mixed together in various accounts. I know I can tag some as “Business” and “Personal” using an extra Tags column. My question is: how… --- ## [How setting up client accounts?](https://community.tiller.com/t/how-setting-up-client-accounts/3084)
**Author:** [@mamagmiller](https://community.tiller.com/u/mamagmiller)\ **Replies:** 2\ **Last updated:** [March 6, 2020, 3:20pm UTC](https://community.tiller.com/t/how-setting-up-client-accounts/3084 "2020-03-06T15:20:29Z")
Anyone else that’s using Tiller for clients have a better way to access client accounts other than having them create a separate google account? I really don’t want people giving me their username and password to their e… --- ## [Docs: Simple Business Dashboard](https://community.tiller.com/t/docs-simple-business-dashboard/1827)
**Author:** [@randy](https://community.tiller.com/u/randy)\ **Replies:** 9\ **Last updated:** [January 5, 2020, 11:38pm UTC](https://community.tiller.com/t/docs-simple-business-dashboard/1827 "2020-01-05T23:38:32Z")
Overview The Simple Business dashboard allows you to quickly gain insights on how your business is performing. Understand your cash flow, income versus expense, income by category group, and expenses by category group … --- ## [How can I protect the transactions sheet from data corruption?](https://community.tiller.com/t/how-can-i-protect-the-transactions-sheet-from-data-corruption/1882)
**Author:** [@michael5](https://community.tiller.com/u/michael5)\ **Replies:** 3\ **Last updated:** [January 4, 2020, 5:56pm UTC](https://community.tiller.com/t/how-can-i-protect-the-transactions-sheet-from-data-corruption/1882 "2020-01-04T17:56:12Z")
What is the best way to protect the transactions sheet so that a random key stroke doesn’t ruin everything? Is it possible to make the sheet only modifiable by the tiller money feed? How about just tiller tools in genera… --- ## [Simple Business Add-On for Excel](https://community.tiller.com/t/simple-business-add-on-for-excel/193)
**Author:** [@swyman1810](https://community.tiller.com/u/swyman1810)\ **Replies:** 1\ **Last updated:** [September 3, 2019, 9:52pm UTC](https://community.tiller.com/t/simple-business-add-on-for-excel/193 "2019-09-03T21:52:06Z")
Hi, I believe the answer to this is no, but just wanted to confirm. Is the Simple Business add-on (with the built in function to manually add and reconcile transactions) available for Excel? Thanks, -Scott