Tax reporting, categories are not loading any information

[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…