Troubleshooting the "Est Quarterly Tax" sheet

[eilean]

I’ve tagged all of my business income and expense items as “Business” but they are not showing up on the “Est Quarterly Tax” sheet. (However, they do show up on the “Tags” sheet when I filter for “Business” so I’m pretty sure I tagged correctly.) Any advice on how to troubleshoot this? Thanks!

[heather]

, @eilean!

We have two separate ways to add tags into our sheets. One way adds them to the Transactions sheet (the way you’re using), the other way (and the way you need to use for Est Quarterly Tax) adds them to the Categories sheet.

Follow the steps in this guide to get the Tags column in the Categories sheet and mark the Categories “Business” that you want to show there:

Docs: Using Tags in the Categories sheet

Why use tags with categories? Using tags at the Category offer another level of data organization. You can quickly apply the same tag to any transaction based on the category assigned. You can also take advantage of a few of the reporting features and templates offered in the Tiller add-on when you use the Tag column in your Categories sheet. How to add the Tags column to the Categories sheet Open the Categories sheet Right click the “Type” column and choose “Insert 1 right” Select the ent…

[eilean]

Thanks Heather! I didn’t realize there were two ways to tag. I have tagged the business items in the Categories sheet and everything appears to be working now!