Discussion and Docs for the Foundation Template

Hello :slight_smile: I accidentally deleted a month/year column in the Categories sheet and now the budget for that month isn’t displaying on the budget sheet, even though I tried to re-add the column and populate the budget data. I’ve made other changes to the sheet since then… Is there any way to add the column back in so that it links with the monthly budget and populates the data for that month again?

@heather, by any chance, do you know how I might fix the above issue? ^^

I noticed a bug in how the hidden categories are displayed.
In the monthly tab the hidden categories are correctly hidden, but in the yearly tab the hidden categories are still totaled into the figures.

Thanks for pinging me @kjlawless!

I actually haven’t had to troubleshoot that specific issue before so I’m not 100% sure how to address it. Was it the first month column in Categories or a random one in the middle?

In the Foundation template every month after the first one uses a formula to help populate the dates for the months to offer flexibility in the start/end of a budget year so maybe the formula needs to be there? You might make a copy of the Foundation Template fresh and see if you can get it back in sync. You also may need to restore the Monthly and Yearly budget sheets using the Tiller Labs add-on to fix the column references but the Categories sheet needs to be corrected first.

This is all assuming you’re truly using the Foundation Template (sheet created after 8/26/19).

If you’d rather just start fresh you can use the Migration Helper From Tiller Labs to move your Transaction and Category (excepting budget values) data from the original to the new.

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Thanks @JPV! I’ll take a look and see if I can reproduce and we’ll get it fixed if that’s the case.

Is there a way to add a line to the “Yearly Budget” page to show what my available cash balance from a selected account (checking, savings, etc) would be when offset by each month’s budgeted Income and Expenses?

Hi @tommyjed,

I am not aware of a way to present that information in the Yearly Budget sheet, no.

I think the closest thing we have to that is the “Tiller” balance in the “Business Dashboard” that allows you to project balances based on manually entered transactions you expect to reconcile when Tiller brings them in automatically.

Good question, @tommyjed.

Since budgets don’t designate accounts, it would take a lot of rework to try to project individual account balances. For example, if you’re going to spend $100 in February at Whole Foods, should that affect your checking account balance or your credit card balance?

For this reason, it seems more intuitive that you would project balances at the Net Worth level— where all income and expenses are aggregated.

I’d consider adding the Net Worth solution via the Tiller Labs add-on. From there, it shouldn’t be too hard to sum budgets typed as Income or Expense in the Categories sheet, properly net them by month, and create a table that maps out future net worth values.