warren
October 13, 2021, 4:00am
2
@bbruck I can’t think of an exact Community built template that has a full projected P&L as you described. However, you can check out the Projected Balances template to see if that would work.
Also, one of our members shared a workflow that might be helpful.
What is the goal of your workflow? What problem does it solve, or how does it help you?
I used to use YNAB 4 mostly because it was really easy to model account balances based on future transactions. I knew I needed to find a way to duplicate this functionality in Tiller and was able to edit the “Statements” sheets to meet my needs.
My goal is to see what my account balance will be on future dates based on the automatic deductions I expect. I mostly do day-to-day spending on credit cards, so th…