Excel Categories no longer linked to Transactions

New to Tiller - my apologies if there is already a thread on this (tried searching and didn’t find anything to solve the problem).

I copied and pasted a Categories tab from one of my customized Foundational Templates spreadsheets to another spreadsheet.

On the new spreadsheet, the Transactions are not linked to this updated Categories tab.

How do I get Transactions to link to this updated Categories tab?

Thank you,


Hi @srw151g - Welcome! You could try selecting a cell in the Category column (usually C) in your Transactions sheet and navigate to the menu path Data–>Data Validation and then make sure that the new sheet is referenced there in the Source input.

Mine shows up like this-

CleanShot 2024-05-08 at 16.24.44

KyleT - thank you very much!

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