Budget Period Rollup Report Dropdown Not Visible

[rlp.581026]

I want to run the Budget Period Rollup Report but don’t see the Report Type dropdown to select it. I attached a snapshot of my sidebar and a link to the instructions I was following. How do I run this report? Thanks

Docs: Category Rollup Report

Use our two category rollup reports to get a detailed, transaction-by-transaction view of your finances for a selected time period organized by type, group, and category— available in two report types: Category Rollup - use for line-item detail grouped by category across a specified period Budget Period Rollup - use for reporting against a Tiller-Money budget at the end of a month Category Rollup and Budget Period Rollup reports present static views of your data. If you make changes to th…

[randy]

The report type dropdown only appears in the Category Rollup Report sidebar if there are budgets in the Categories sheet with present or previous (not future) budget periods. Is it possible, @rlp.581026 that your Categories sheet does not contain monthly category budgets (like in the Foundation spreadsheet)?

[rlp.581026]

Thanks - you answered my question. I just started using Tiller Money and I have a budget set up for 2021 but no present or previous budgets.

[randy]

Glad to hear it, @rlp.581026.