I have updated dates to 2021 however Monthly Budget and Yearly budget not picking up Actuals for January 2021. Note Yearly Budget is picking up actuals for Year to date data?
That is strange, @mpmoc1. I’m not seeing that behavior in my personal sheet.
Can you check:
- Do you have a Jan 2021 budget month setup in your
- In your
Monthly Budgetsheet, does cell
- Are you certain that the 2021 transactions in your
Transactionssheet are dates (i.e. not text) in the
Datecolumn? (I sometimes check this by using the
Format / Numberoption and using a different date format; if it does not change, the cell is being interpreted as text.)
I would like to save my 2020 budget categories or at least save the 2020 Yearly budget (budget vs. actual). I could still have a few 2020 transaction trickle in so would like to archive once complete actuals.
Then want to copy the 2020 budget categories to 2021. Thank you.