How to pull data from past month's Saving's Budget

Hi there!

I’m using the Savings Budget, and I’m looking to pull data from past months into another page. Specifically, I just want to track the total spent in each category group month over month, pulling that into another page. Any help would be appreciated!


Have you considered installing the Yearly Budget. If you don’t need the rollover data, that template will pull the budgets and actuals from the same sources, @goodmanjosephd.

You might also consider the Monthly Analysis sheet from Tiller Money Labs for month over month analysis. We’ll be demoing that in our community webinar next week (Oct 29).

Upcoming Community Webinar + Q&A