I’ve been using Tiller Envelope Budget for the past year. I can see my 2021 transactions but There is no menu item for selecting Jan 2021 Monthly Budget. How do I switch things over to the new year?
, @davidtrupe !
Sorry for the delayed reply here. Did you get this figured out?
It should have created the new year/month for you automatically when 2021 started. If not, you’ll want to manually add the Jan 2021 period to the Budgets History sheet (since Jan has already passed there isn’t an automated way to add it). Then you can run Analyze Budgets History and it will automatically create Feb 2021 for you.
I’d also recommend checking out the Savings Budget as it’s a more performant version that works with the Foundation Template.