@engpierce , It seems like you are interested in setting up a way to categorize the transactions on the fly, so that your spouse can update the categories without the need to open up the Tiller spreadsheet.
To achieve this, you can setup a mobile App to categorize transactions on the fly.
Here are a couple of Show & Tell posts that explain how you can set that up. Hope this helps!
Hey Tiller Community,
Thought it would be fun to try and build an app for myself so I can easily categorize on the go. Especially since Glide now charges $25 per month.
Here some screenshots… I’m working on making it more awesome. If there are any members out there who would like me to set them up with the mobile app - works on all devices - let me know
– Leave a way I can get in touch with you or ping me on linkedIn
There are some really cool things that could be done like …
Overview
Hi y’all, my wife and I got tired of needing to gather around the PC to categorize transactions together, so I made a web/mobile app that allows you to categorize and add notes on the go.
Cultivator
It’s mostly a work-in-progress, but she and I have been using it with no problems for the last few months. I’m working on adding new features and cleaning up bugs, but I’d love to get feedback from the rest of the community. Below, you can find the current features, planned features, and…
IMPORTANT: This workflow is based on the Tiller Budget Template , which allows you to use envelope/zero sum budgeting. It has not been tested with the Foundation Template.
What is the goal of your workflow? What problem does it solve, or how does it help you?
I want to make it easy to make informed spending decisions when I’m out and about. I also want to perform frequent tasks like categorizing transactions and tracking my cash spending without having to be at my computer or use the clunky Googl…