Newbie Question re: Categories

How does the Categories sheet get populated? Is it pulled from the Transactions sheet? Or do I manually enter the monthly amounts? Thanks much!

I think you mean Budget amounts and if so, yep, you have to manually add those.

@jpfieber answered to a similar question:

“Yes, you enter the budget amounts on the Categories sheet, under the month for that category. You can also use one of the budget templates, including my “Budget Plan” template which needs to be installed and configured first.”


Thank you, much appreciated!