Tax reporting, categories are not loading any information

[Coetgan]

Hi, I have been using Tiller sheets for some months, information is loading from banks but nothing shows up in categories and I need to get a Year’s worth of info in the categories to get a tax report together by this Saturday

[Blake]

Have you assigned categories to the transactions on the transactions sheet?

[heather]

Hi @Coetgan,

The Categories sheet is where you set budget, not where you’ll see actuals for those categories. I’d recommend checking out this topic for more on organizing at tax time:

How can I use Tiller to organize my financial information for tax time?

Since Tiller automatically collects your bank data throughout the year, you have a lot of the information you need to file your taxes already at your fingertips. Here are a few Google Sheets workflows for using Tiller to help prepare for tax time for both personal and/or self employment income. Personal Taxes We offer a few workflows for helping you prepare for your personal tax filing. Detailed itemized deduction reporting If you prefer to use an itemized deduction amount on your tax retu…

[Coetgan]

Thanks Heather. Blake was kind enough to work with me last night and I took a quantum leap in understanding of the tools in Tiller and he was also able to help troubleshoot some errors that were preventing the data from feeding into reports. Big shout to to Blake!

Forrest

[Blake]

Thanks Forrest. It was nice working with you and getting you back on track. Blake