I’m new to Tiller. After manually updating my transactions for last year, I added the Budget Plan sheet and used the Past Category function to fill in monthly amounts for various categories. But, not all the months for last year are populating — only Jun-Dec. The months Jan-May are not being pulled from my Transaction sheet even though I have confirmed they are there. What should I do to troubleshoot the problem?
See the screenshot attached.
Not sure why that would happen. Though they are not required, I’d try adding a Start Date and End Date to see if that makes any difference. You might also try manually adding a date in M3 in case it’s not pulling in the proper date from the Categories sheet.
Thanks for the quick reply. I took both of your suggestions, but there is no change — see the attached screenshot.
Interestingly, in the Transaction sheet, I copied a “food and drink” entry for $1,000 from July to the line above it and changed the date to Jan 2025 and it was then reflected in the Budget Plan sheet.
To compare, in the Transaction sheet, I created a “food and drink” entry for 2,000 from Feb to the line above it and it did not show up in the Budget Plan sheet. See the attached screenshot.
Fixed. Replaced my Categories list with a new cleaned version; reimported to Transactions sheet last year’s data after deleting rows where previous data lived. All is working.
Thanks for following up with what worked for you!
