Glad to hear you’re excited about the tooling, @operatingwithorganiz!
I’ll build on @jpfieber’s great intro to the ecosystem with a few thoughts from personal experience…
I ran a consulting coming in Tiller for several years. I set up separate business and personal Tiller Money spreadsheets. This created two clean, independent pictures of our finances for my wife and me. This works pretty well since the categories and accounts are mostly different. At year end, we would allow access to both spreadsheets to our tax advisor and he figures the rest out.
If you want to put all the data into one spreadsheet, I agree with @jpfieber that tags could be a useful too.
I do customize my templates when they don’t do what I want out of the box. Sometimes, when they diverge far enough and seem to fill a gap for other users, I share them… like I did with the Budget Builder a few weeks ago.
Welcome to the community!