Emulate YNAB? It shows it, but how?

Google Sheets
1

Hello I am not looking to migrate data, but rather get the budget system in this image that matches a YNAB like system.

YNAB-Budget-Spreadsheet|621x499

the foundation template seems to not have this layout and functionality as this image suggests.

Any help getting this like YNAB would be sooooo helpful!

2

That functionality is in the Tiller Budget. I think of it like a fork of the foundation. I’m just getting my head wrapped around this tool. I liked some of the functions in the Foundation template but had to have the Tiller Budget for zero based budgeting. I added the additional add-on items, deleted the conflicting sheets from the Foundation workbook and used the add-on functions to insert the Tiller Budget. The Tiller Budget workbook still uses the transaction sheet but you need the correct categories, monthly budget and budget histories. I surely could have built up from the Tiller Budget workbook but decided to experiment and see what could be done. Basically, once I deleted the unneeded stuff from the Foundation and ran from the add-on section Tiller, Budget, Create Budget I had what I needed. The help pages and YouTube videos really did help. All in all I got everything where I need it over the past week. I’m no expert but feel I’m functional to the point I will not be continuing my mVelopes subscription. I dabbled with YNAB in the past but while I work my budget during the month I use these tools to work a yearly and longer plan.

3

Thanks for this, where might I find the “Tiller Budget workbook”

4

And i am still a bit confused how you do envelope style workbook? The image shows something like this, but I wonder where that template is?

Again thanks for the reply

5

Here is a link to the Tiller Budget Template

6

Hi @snaildragon,

The screenshot you’ve shared is from a very old version of a budget template that we no longer offer so the Tiller Budget via the Tiller add-on for envelope budgeting won’t look like that either, but it does have zero sum/envelope budgeting capabilities and the Foundation template does not.

7

Apologies for the untimely response. I see that Warren and Heather have replied below.