How do I setup next month's budget using the Envelope Budgeting Start Sheet template?

[j86schroeder]

I am trying to setup next month’s budget, and in addition to that also figure out how to rollover all of my categories to 1 category, and from there disperse as needed. Any thoughts? Thank you,

[heather]

@j86schroeder,

First, if you don’t need a weekly or bi-weekly budget you may consider switching to the new Savings Budget sheet, a more performant option for envelope/rollover budgeting that’s compatible with the Foundation template. It will allow you to plan out future months be default because it’s based on a 12 month budget that you can set up from the start.

Otherwise, you can add future months using these steps.

Docs: Envelope Budget

What is the Envelope Budget? The Envelope Budget (formerly known as the “Tiller Budget”) is a dynamic spreadsheet budgeting template that allows you to use an envelope or zero sum budgeting style, set and monitor savings goals, and automate many aspects of budgeting. NOTE: This template and it’s functionality do not work with the Tiller Foundation Template. You must start in a new sheet to use these features. There is a newer template for envelope budgeting, the Savings Budget, that does wor…