I started using Tiller in 2024 and now that the calendar has turned to 2025 I realize that my budgets no longer work. How do I update my budgets to the current calendar year? Thanks!
Okay, I think I may have figured it out. I just changed the January 2024 to January 2025 in the spreadsheet. Does this mean that I lose all my 2024 data though? Is there a way to keep the 2024 data?
You don’t want to change Jan 2024 to Jan 2025 in the spreadsheet. You want to add columns for 2025 to the Categories sheet.
Here is a discussion about moving from 2024 to 2025: Planning for 2025 budget
Some people will start a new sheet for every year, some people will have multiple years in a single sheet. I personally use the multiple years approach.
Martha
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We have a webinar with a demo and some steps here: How do I get my budget ready for the new year? | Tiller Help Center
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That webinar was perfect. Found exactly what I needed. Thanks so much!
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