Setting up for the new year - how to change categories without breaking stuff

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@susandennis,

There are a few approaches here.

  1. Start fresh in a brand new sheet and get it set up for 2021
  2. Use the “rename” workflow in Tiller Money Labs (under Tools) to rename categories - haven’t tested this myself, so not sure how well it works yet, but we are also covering this tool in Community webinar next week


3. You can also add months for 2021 - which you’ve probably already got, but in case you need it here’s the guide:

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