If you budget with a spouse or partner it’s common to need to know who spent how much on what.
With the Tiller Budget it’s super easy to set up a budget for your shared expenses and income. But how does Diane know whether she is spending more than Jack on groceries each month when they plan to split it down the middle?
Our handy tags sheet can help you solve this riddle. It’s also great for any other detailed reporting you might need where using a single category doesn’t suffice. For example, if you’re a small business owner you could use this for tracking expenses related to a specific project or client and it’s really easy to see the tagged data across a custom date range.
Setting Up Your Sheet for Tags
The first step for using Tags is adding the Tags column to your Transactions sheet. Follow these quick and easy steps to get started.
- Open the Tiller spreadsheet where you’d like to use tagging.
- Right click any column where you’d like to see and add tags.
- Choose “insert 1 right” or “insert 1 left” depending on your preference.
- Title the column “Tags” in row 1.
- Start tagging. You can use more than one tag for a single transaction by separating the tags with a comma. No need to add a space in between. (e.g. Diane,Birthday)
If you’d like to use a consistent validated list of tags (similar to the drop down for categories) that’s pretty easy too. Reach out to firstname.lastname@example.org and we’ll explain.
In our example here we’ve tagged transactions with Jack and Diane to be able to quickly see who is spending how much in certain categories.
Adding the Tags Reporting Sheet
Next, you’ll need to add in our Tags sheet to start visualizing transactions organized by tags.
- Copy the URL of the Tiller spreadsheet where you want to use the Tags report.
- Open the Reports Master sheet here.
- Right click the tab at the bottom called “Tags” then choose “Copy to.”
- Paste the URL of your Tiller spreadsheet into the bottom of the window that pops up and click “select.”
- Navigate back to your Tiller spreadsheet and rename the Tags sheet (tab at the bottom) from “Copy of Tags” to “Tags.”
Now you can update the date range to review the tags data for a selected time period or choose a tag from the list to start analyzing transaction details and review a category summary.
The category summary is really useful when you need to check in on the total amount spent for certain budget categories within the month. If you split your budget categories down the middle with your partner you’ll know exactly how much you each have left to spend to help you plan for the rest of the month.