How to roll-over the budget from one year to another year to the Savings Budget

Hi, I am a new Tiller user and recently started the new foundation template for 2022. I have migrated my transactions into the template from January to June and have inserted the “Envelope Budget Savings Goals Spreadsheet”.

Question - How do I include / rollover last year’s 2021 remaining budget savings into January 2022? Basically, to have the budget savings accumulate year over year.

Welcome, @guerrero.joe.m!

Sounds like you’re off to a good start.

Can you clarify what the sheet(s) you added are and where you got them? For envelope budgeting, most users use the Savings Budget in the Tiller Community Solutions add-on. I’m worried you might have installed the older Envelope Budget which has been deprecated.

Also, when you say “Savings Goals” spreadsheet, do you mean the Savings Goal & Debt Tracking template?


I misspoke. I installed the Savings Budget along with the budget journal. i got it from the Tiller Community Solutions.

I assume that for the “January” month of the Savings Budget, I would enter the roll-over budget from last year in the ‘adjust” column when selected to “savings”.

You got it. That is a great way to do it.

Good luck!