Hello,
I am new to Tiller. I have set up my foundations sheet, linked my account, imported transactions, categorized transactions, customized a pivot table, and recently added the Tags Report. I was able to add the tags columns into AutoCat. Here’s my question:
Since I have already categorized my transactions, is it possible to retroactively tag previously categorized transactions?
Thank you so much.
You could temporarily change the AutoCat settings to run on All Transactions. Of course this means it’s possible other transactions could change base on your AutoCat sheet.
Remember to it change back to Only Uncategorized Transactions, so it’s only running on new changes moving forward.
Tiller Money Feeds > AutoCat > Settings
Thank you so much. I appreciate you taking the time to help me.
What I have done in a similar situation was to temporary filter the transactions I want to tag and then manually enter the tag in the transaction table tag column. of course, if you have a lot of different unique tags it could take awhile. I only have two unique tags at this time.
Clint