Adding Categories with Budget Builder

I am using Budget Builder and when I add a new category to the category tab it wipes my budget clean and/or throws off amounts. Any ideas on what could be off?

This is a good catch, @rmcail28. I’m afraid when I built that sheet, I hadn’t anticipated adding categories mid-process. You are correct that manually entered data will then no longer align with the intended categories. This is a common problem with templates that mix query driven data and manually entered data.

I’m afraid the only solution is to reset the sheet, stabilize/finalize the list of categories, then start adding your manual data.

Sorry about this.

2 posts were split to a new topic: Restoring the Categories + Budget Sheet