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

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?