How do I budget my starting account balances? I have a few envelopes that should be higher. This leads to believe that this template isn’t reconciled either. There should be an error indicating that I have more money that needs to be budgeted. (sum of envelopes < sum of assets)

Budgeted Income - Budgeted Expense gives me the leftover amount for the month that needs to be budgeted. This should be in the starting account balances already or net worth calculation. So, I take net worth - “Excess budgeted Amount” and this gives me the rollover adjustment needed to start the tem…

Budgeting the Start Balance for an Envelope Budget

Google Sheets

warren August 16, 2020, 8:06pm 2

@jason Can you reference the article below. Specifically the section about Setting Up A Budget for Zero Sum or Envelope Budgeting and Configuring the budget to use rollovers. @heather can chime in with more details.

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Budgeting the Start Balance for an Envelope Budget

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