I’m new to Google Sheets and relatively new to Tiller, so this question may not even make sense, but I’m just trying to set up a recurring Monthly Budget.
I’ve been using Tiller for a couple of months to track expenses, and its going beautifully. I’ve set up my custom categories and all transactions are categorized and accounted for. Great!
In the bottom menu bar, I see an option for “Monthly Budget.” I clicked there, assuming I can start setting up my budget by putting in my budgeted amounts for each category in the “Budget” column. When I override the “you shouldn’t edit this category” pop-up and enter in those values, my Income lines show #REF! My “Spending Budget” number is still set to 0, and doesn’t reflect all the numbers I’ve entered in as my budgeted amounts for each category. I can’t seem to find a video or a discussion of how to use this particular function.
It looks like maybe I need to set up a separate sheet for an Envelope Budget? But when I go into Categories there, none of my custom categories are set up. Will I be starting fresh with this sheet, and start tracking my expenses from today’s date rather than from March, when I set up my basic Tiller spreadsheet? Will I need to reenter all my categories? That would be a bummer!
Why is there a monthly budget in the bottom menu bar if it’s not usable? What am I missing?
Thanks for your time!