Budgeting level: Crazy - Help if you dare

Hi @christinalinneman,

Wanted to provide a little more context and point you to a few resources.

@randy is right, the missing Transaction IDs for manual transactions don’t matter, but please don’t remove that column. It can be very useful for troubleshooting data feeds (reach out directly to support@tillerhq.com with those questions).

The other thing I want to share is that if you’re just starting out in the Tiller Budget and are trying to use rollovers we don’t set the rollovers for the prior period. One two periods are created in Budgets History when you start out. The current period and the prior period. When you set the Rollover To on the Categories sheet it only applies to the current period in Budgets History, not the prior period.

You can also manually add past and future periods to Budgets History. Here is the section on working with Budgets History in that template. There is a video that talks through how to wire up the Rollover TO categories for past periods.