@randy - I just watched a replay of the Savings Budget webinar and I’m excited to give it a spin. I’m a big fan of the Envelope Budget - particularly the ability to move rollover funds from one category to another. Haven’t really touched the Foundation Template at all.
At the beginning of the webinar, I had a little scare with your bullet point that said “No rollover to” functionality, but, after your demo, I realized that this meant you can’t set up an automated monthly rollover from the original category to a different category. Perfectly doable to conduct one-off rollover category changes, month to month. This is all I need.
One quick question (that a quick search didn’t solve). I thought I saw an exporter tool discussed somewhere (to export data from Envelope Budget to new Savings Budget)… can you link to that, please? Or am I making stuff up?
Thanks, and I look forward to the speed and simplicity of the new system.