Has anyone found a way to have Sub Categories on the Categories sheet of Google Sheets and then have those populate to the Transactions sheet when you select a given category?
I know some people use Groups and Tags, but I have a use case whereby having “Sub Categories” would be ideal.
TY
Sub Cats are not built into the software, so to get that to work you’d have to rewrite a lot of stuff I think. I asked about this a little while back and that’s the answer I essentially got.
Groups - Categories and Tags is the current framework for organization.
Definitely a much requested enhancement. But agreed this would require a bunch of rewiring
I’m not sure about your use case, but check out the Category Schedule template.
TY for the link. I will check it out.
I tried to add Sub Categories awhile ago and things got pretty messy.
I have been using a different approach to get 3 levels of Category hierarchy. It required some formula re-writing and new sheets, but I got it working for my needs.
You might consider this concept as well as a Sub Category alternative.
The top level is still Group.
Then I added a Budget Category level.
Under that is the existing Category. (Categories are now all subcategories of the Budget Category.)
For example, for my Travel Group, everything is:
Group = Travel
Budget Category = Travel
and then I have multiple Categories: Travel Air, Travel Hotel, Travel Car Rental, etc
In the Food Group,
Group = Food
Budget Category = Groceries (with Categories for Groceries; Farmers Market)
Budget Category = Dining (with Categories for Fast Food; Restaurants)
Budget Category = Wine (with one Wine Purchases Category)
Often there is a Budget Category with just one Category in it.
This gives me the equivalent for Sub Categories but it was easier to integrate into Tiller.
It required adding a column to the Categories sheet. If your sheets use hard-coded Categories sheet lookups, you might need to hard-code adjustments, depending on how the formulas are done.
I also have a sheet that can give me transactions details and summary by month details for any individual Group, Budget Group, or Category. (I can’t share it because it has some other incompatible things going on, but perhaps this gives you another concept to consider.
Interesting. I need to think this through to see if it will work. TY for the idea!
It would be really helpful for Tiller to add this Subcategory feature. Hopefully we can get a movement started to get this in the future.
You can vote up or add a feature request @alkrongold such as this one