Best Practices For Handling Transactions From Retirement & Savings Accounts

[heather]

Hi @keenan.burkepitts, just a heads up, the rollover features are not available in the Tiller Foundation template. You’d need to use the Tiller Budget. Steps are here:

Docs: Envelope Budget

What is the Envelope Budget? The Envelope Budget (formerly known as the “Tiller Budget”) is a dynamic spreadsheet budgeting template that allows you to use an envelope or zero sum budgeting style, set and monitor savings goals, and automate many aspects of budgeting. NOTE: This template and it’s functionality do not work with the Tiller Foundation Template. You must start in a new sheet to use these features. There is a newer template for envelope budgeting, the Savings Budget, that does wor…

You can review a comparison of the two here.

Tiller Budget (w/Rollovers) vs. Tiller Foundation Template Budget

Hi all! I’m just starting to try the Tiller Foundation Template. I’m really excited about the Net Worth tracker and the Foundation Template concept in general. However, I have been mainly using the Tiller Monthly Budget up to this this point, and it seems that it is incompatible. The Budget in the Tiller Foundation Template looks nice, but it seems somewhat simpler. What are the main differences in these two budgets?