I’d recommend looking into the Savings Budget sheet as well as the Savings Goal Tracker sheet. These are both community-built solutions that you can add via the Labs add-on.
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The Savings Budget template is a simple envelope/rollover savings concept.
It is designed to deliver the following benefits:
Compatibility with Tiller’s Foundation template
In-category “rollover”/“envelope” savings workflows
Responsive performance
Simple to use and get started
Activation of savings workflows on a per-category basis
In-dashboard workflows to modify budgets and savings values
Budget & savings change-history logging
Compatibility with the Savings & Debt tem…
Savings Budget template.
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Simple debt-payment workflows that…