I did a search and the only thing that comes up is adding category type to colume to transactions sheet. This is not what I want. I want to know if it is possible to add another category, other than Expense, Income or Transfer to the Type colume in the Categories tab. I would like to add Work so I know something doesn’t count as one of the above. Is this possible and if so, how do I do it?
Best solution is to add a specific category called “Work” or “Work Expenses.” In my case I use it to track my work expenses and then work reimbursements, so that after a few weeks, the total should be zero.
I think this would be a pretty heavy lift for the Tiller folks. You can add other types, but as @Mark.S indicated, it’ll mess up a lot of the core Tiller sheets that are designed to accommodate only the existing types (trust me, I tried it). So, I suspect it would necessitate rebuilding all of those core sheets.
I’m a big tags user, and I find that the combination of type, category, and tags lets me get pretty granular in how I manage transactions.
This is the workaround that I’ve done, but I would still like the categories expanded beyond what is currently given. I view my main categories as: income, expense, tax and savings and would like to be able to easily differentiate between those.
Somebody might put this in the feature request forum then. As I wrote above, I don’t think this would be an easy change for Tiller, so they will probably need to see that there’s a lot of strong support for it to consider taking it on.
I’m a relatively new user, and I am just curious why you’d want to make savings and tax their own category types since tax is a category of expense and savings is a category of (asset) transfer.
*This is how I’ve organized my money in my own mind, and I want a spreadsheet to reflect this
*I don’t have much control over my tax bill, I have to pay according to what my government dictates, but I can control my expenses.
A lot of good pointers here. @janet.chartraw as @Mark.S said our templates only support three category Types: Income, Expense, and Transfer but your actual categories and the groups they’re under can be custom. The Foundation Template can support up to 200 unique categories.