Please ignore this message. The steps to reproduce give correct values. I misunderstood my own data. I must be having a different issue in my real data.
I’ve imported a large set of past transactions from mint. I’d like to create a budget starting in Jan of this year (2023) but when I do that it sums all previous expenses as if it happened in January. This happens for both default budget and Savings Budgets.
Is there a way to have past transactions and start a budget in the middle of them.
Steps to reproduce:
- Create a new Tiller spreadsheet with no linked accounts.
- Install the Savings Budgets.
- Create monthly transactions between Jan, 2022 and Dec 2023 for Phone with the values increasing by one dollar each month (1/1/2022 = $1, 1/2/2022 = $2, etc).
- Create an categories budget starting in Jan of 2023 .
Monthly Budget Phone for Jan 2023 is Budget: $1, Actual: $-13, Available 14.
I have similar results for Savings Budget