Help setting up Tags

Hello everyone,

I’m new to Tiller Money and would appreciate some advice on how to install the tag feature and the tags report. My categories are fine, and I like using them for broader categorization. However, I occasionally need tags for more granular tracking, such as spending on a particular trip or a specific set of purchases related to events.

Tags are a central part of how I manage information, and I’m hoping to implement them easily with Tiller Money. I found some instructions for tags and noticed a good tag solution in the Tiller Money feeds, but the instructions seem a bit dated and don’t apply to the current version of Google Sheets.

Any guidance or updated instructions would be greatly appreciated!

Thank you!

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Welcome. I’m a big tag user myself. Are you looking at these instructions? I think those still work and will get you up-and-running.

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Thank you for the reply. I had not seen these instructions. What I was seeing were the template links for Tag Report and Tag Manager.

This appears to have what I need as far as adding them to transactions and categories, so thanks so much for that.

I am still lost on how to get to the tags report, though. Below are the instructions that I am finding linked to the doc you shared with me, there are other links too but they appear to be broken. These instruction don’t seem current for the latest setup of sheets. I have the Tiller Community Solutions but I don’t see an option for Analysis or any tags drop down. Perhaps I am missing something.

How to Get the Tags Report

  1. Install or launch the [Tiller Community Solutions add-on]
  2. Open the add-on and choose "Analysis” from the tags dropdown on the Explore tab
  3. Click on Tags Report
  4. Choose “Add to spreadsheet.”

Got it. When you open the Tiller Community Solutions sidebar, just enter Tags in the search bar. Tags Report should be the first thing that pops up in the search returns. Click on that and then “Add to spreadsheet.” That should do it, I think (and hope).