Envelope Budget (via Tiller Add-on) Comprehensive Guide

Thanks, @heather, will do.

Hi there! I am having some serious issues with my rollover budgeting. Every time a new month’s sheet month is generated, my rollovers seem to be calculating all of the spending for each category for the whole year or something. Please see attached image for example. I have tried to do the ‘Analyze Budgets History’ thing several times and it has not worked. In fact, after I did the ‘Analyze Budgets History’ it messed up my rollovers from previous months.
Please advise.

:wave:, @shantellekotowich!

Can you share a screenshot of your Budgets History sheet? It’s likely a hidden sheet (click the four horizontal lines in the lower left of the sheet while it’s open). My guess is that something is off there.

Hi Heather!
Please find the screenshot attached. Please let me know if you need anything more.
Thank-you for your help!
Shantelle

Did the savings and rollover functionality get deprecated?

I’ve been using Tiller for about a year and created all of my own custom sheets. Since then y’all have made leaps and bounds so for 2020 I wanted to step into your ecosystem.

I started by using your Tiller Labs and loading all of the relevant solutions, but in the budgeting function I didn’t see any of the savings features that I keep reading about in this and other threads. Then I went back to the Tiller console and created a fresh Foundations Template and the Categories tab does not include any of the savings columns that I see in your screenshots.

So that’s why I’m asking - did all that functionality get retired? If not, how can I implement savings goals within Foundations or using any of the Tiller labs?

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I’ve got a (possibly disappointing) response for you here, @hfinkelstein.

Randy

Thanks Randy. I’ve replied in that thread.

Im using the foundation template spreadsheet and have everything set up nicely. As of a few days ago, the monthly and yearly budgets were population quite well. Now, the budget columns have the amounts populated, but all the actual expenses show as zero. Not sure what happened. Did a restore and that did not fix it.

Just following up with @shantellekotowich’s issue above. The fix was zeroing out the Rollover Mod lines on the Budgets History sheet, making sure all periods have a Rollover TO category assigned, and then running Analyze Budgets History.

If you have concerns about the permissions required to install the Tiller add-on (access to modify and delete all sheets in your Google Drive account), consider the following:

  1. Creating a new google account that contains no other sheets.
  2. Sign up with Tiller using the new google account.
  3. Use the Tiller add-on to create a Tiller Budget.
  4. Setup AutoCat
  5. Setup the Tiller Money Feeds to auto-update.
  6. Share the spreadsheet with your regular google account(s).
  7. Install the Split Transactions add-on with your regular google account(s).

Now you should have auto updating transactions, the ability to auto categorize them based on the rules in the autocat tab, and the ability to split transactions from your regular google account(s), but without providing an add-on with the ability to modify and delete any of your Google Sheets.

I migrated to the new Tiller Foundation from the Monthly Budget spreadsheet. The problem I am having is the spreadsheet is only recognizing the first 17 categories preventing me from classifying my transactions.

Thank you,
Jason

Hi @JasonE,

I’d recommend checking out this help article on fixing the validation for the Category column on your Transactions sheet.

Heather

I’m having the #REF! error described in " How can I correct a REF error on my Budget Dashboard". I’m using the Foundation Template and looking at the monthly budget.

When I follow the instructions above “Choose Tiller > Budget > Restore Dashboard” I don’t see that choice, I only see Tiller > Budget > Start (which fails because I already have a budget).

Help?

Dynamic shortcuts not working in the Monthly Dashboard. I have tried clearing out the cell and running the Analyze Budget History, doesn’t help. The text just sits in the cell.

UPDATE: I restored the dashboard but it still doesn’t work.

If you are using the Foundation Template, @bfarris, and the Monthly Budget that comes with that spreadsheet, you should be using the Tiller Labs add-on (not the Tiller add-on) to restore that sheet.

I’m sorry this is confusing— both the naming of the add-ons (Tiller Labs vs. Tiller) and the name of the templates. (We are working to make it less confusing.) The Tiller Budget you ran the restore workflow for is an envelope budgeting system.

Try loading the Tiller Labs add-on and then use Manage Solutions to restore your Monthly Budget.

Good luck,
Randy

Are you saying that, when you type an adjustment into the Tiller (envelope) budget dashboard, the add-on’s onEdit() script doesn’t fetch the text and make the adjustment to your budget, @brewer.05? I assume the Tiller add-on is installed for the spreadsheet you are using? If the script isn’t running, then it is possible that something odd about your spreadsheet is causing a crash during execution of the adjustment scripts.

Can you peek at your Budgets History sheet and see if anything looks out of the ordinary?

Do the scripts not run for any categories? Or just a few specific ones?

Randy

I went in and made a few changes manually in the Budgets History sheet (risky I know, but my OCD was killing me that I couldn’t get the numbers right on the custom dashboard I created). That worked, and for whatever reason, the dynamic shortcuts are working perfectly now. Thanks!

Glad to hear it, @brewer.05.
The Budgets History isn’t really off limits for editing— there are some advanced changes that are best made there— but it is a little bit challenging to know where and how to make changes there.

Happy that you’re back on track.
Randy

Hello. I’m trying to find a way to add a beginning balance to my income amount for this month to be available to budget.

Previously I was using the old/original version of YNAB (YNAB 4), which allowed you to allocate income received for the month as either for the current month or the next month. I usually allocated a portion of my second check for the following month. I thought I could use the rollover function, and just leave the amount that I wanted to be allocated unbudgeted, but I can’t find a way to add my initial starting balance so that it is included in my income to be budgeted. Does anyone have any suggestions for how to use the budget spreadsheet in this manner?

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