@heather I have been testing out some of the templates. I was testing the Tiller Foundations template. I’ve also looked at the Tiller Monthly Budget via the Add-on. I like the tiller Budget sheet created via the add-on but it’s different from the one in Tiller Foundations template. I’ve tried a variety of things to get replace the Monthly Budget tab that came with the Tiller Foundations template but I keep getting a message that the template I’m using is not compatible for the add-on. How do I still get the benefits from both?
, @ahopper!
Just want to try and get some clarification. You’re talking about the Monthly Budget tab that is installed via the Tiller add-on (distinct from the Tiller Labs add-on) that has Rollovers?
We have two budgeting solutions
- Tiller Budget with rollovers installed via the Tiller add-on
- A monthly budget tab in the Foundation template that does not have rollovers.
You’re looking to install # 1 and you’re getting an incompatible message when trying to install it into the Foundation template?
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@heather yes you are correct.
It would be great if the foundation template included an option/support for the rollover compatible budgeting.
Hi @ahopper - sorry for my delay here. We’re still working out how best to keep track of everything over here on the community!! The Foundation Template is incompatible with the Rollover budget because of the way budget amounts are assigned to Categories and a lot of the automation magic that happens behind the scenes to keep track of rollovers. Sorry about that. If you want to use the Tiller Budget with Rollovers you can start in this sheet
Hi @heather - Thanks for all your help! I’d definitely like to start trying out the Tiller Labs content. If I’m already using the old Tiller Budget, can I just add the Tiller Money and Tiller Labs add-ons to it, or does the update to the Tiller Money system mean I need to start a new Tiller Budget?
Hi @matt,
Right now, there isn’t a way to connect the Tiller Money Feeds add-on to existing Feedbot owned sheets (basically any sheet created before 8/26/2019). However, we hope to build in the capability to allow the Feeds add-on to help upgrade those sheets in the future. Right now, if you used it to feed data to your existing sheets you’d get duplicates and feeds from two places. Eventually we hope to manage the duplication and turn the Feedbot feeds off when a customer chooses to transition. It’s just not built yet.
You can use the Tiller Labs add-on to install solutions into your existing Budget if there are things there you want to try out that are compatible. The Monthly Budget and Yearly Budget from the Foundation template aren’t compatible with the Tiller Budget. There may be some others that are incompatible because of the Accounts sheet changes too.
Heather
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Thanks for the explanation! I don’t mind starting a new sheet with the Tiller Money Feeds, I just wanted to make sure that there wasn’t some easy way to use my old Feedbot sheet that I missed.
Is there a way to budget biweekly?
, @alindeman19!
If you’d like to budget bi-weekly our option there is to use the Tiller Budget that’s installed via the Tiller add-on for Google Sheets.
You may want to review the comparison topic here between it and the Foundation template.
You can learn more about it here:
I am trying to set up an envelope budget for the first time and am spinning my wheels in documentation. I have been researching and am finding doc that is over several years old and comments afterword’s that there are issues. i tried to follow a webinar, Mar 22, Show & Tell budgeting, envelope-budget, but did got a standard categories sheet (not mine) and a transactions sheet (which expected) and nothing else. started researching and found this post. Can you point me in the right direction for setting up an envelope budget today? I’ve really been spinning my wheels on and off for a couple of weeks now, and don’t feel comfortable with solutions I’ve found. i see that there is a saving budget in community, but there were some issues. i really don’t know where to go from here. Thank you!
I use the Savings Budget sheet that you referenced for what amounts to envelope budgeting. Not sure what issues with it you’re referencing in your post, but it works flawlessly for me and my sense is that it has been adopted by a fair number of users in the community. Happy to answer any specific questions about it that I can if you decide to go that route.
Thank you for your reply, I will take a deeper look!
I’ve installed this, it definitely has potential for me. Sooo. I need guidance on starting. The first column has numbers I’m not sure where they are coming from. For example, category:cash deposit has -174.00. Looking at the transactions, there is only have one transaction with this category and it is a positive, very different number. Also the category has $0 dollars budgeted. There is no transaction for exactly $170. How do I hunt this down? Oddly there are a couple of other categories with this same negative number.
Are all the transactions in my transaction sheet used in these calculations? Should I remove everything before a certain date (Jan 01, 2024 or Jul 01, 2024 if I want to start fresh). If so what’s best practice to do this?
By the “first column,” do you mean the Savings column? The Savings column is really sort of the secret to the Savings Budget sheet, and I encourage you to watch the YouTube video you referenced above for the best explanation of how it works. If a category is set for Savings under the Track column on your Categories sheet, then the Savings column in the Savings Budget sheet will essentially track any funds over or underbudgeted in that category. I realize that last sentence is probably hard to understand, which is why I recommend the video. Once you get the hang of it, it’s not that hard to follow, but it is difficult to explain in words. Everything on the Savings Budget sheet is derived from two other sheets: Transactions and Categories.
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i am concerned about the install, so i reinstalled. There maybe a problem with my categories sheet or the install.
The year drop down shows only two options, one is invalid (#VALUE!) the other is 2024
The month drop down shows all months except January. it also has a #VALUE!. It also has every category budgeted as $174.
my Categories sheet starts with 7/1/24. My transactions start in 2023. I’m thinking it is my category column date headers. Help!
I wish I could help, but there seems to be a lot going on here. Maybe some screenshots would help clarify?
I found the problem. At some point I made big changes to the CATEGORIES sheet. Before doing so I made a duplicate and named it X CATEGORIES. For some reason it is pulling in X CATEGORIES and not CATEGORIES. Now I think some Tiller reports/solutions are point to one version or the other. I need to figure out how to undo this. I will contact support. Thank you for your encouragement.
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It’s possible you need to fix the rules for the data validation (drop-down menu) so that it’s pulling from the correct tab. Here’s a guide that should help.