Reconcile Savings Budget w/ actual balances

Hello All,

I’m new here and have been enjoying how to use Tiller. The Savings Budget may have almost exactly what I need to accomplish my goal of knowing what my vast wealth in the bank is to be spent on. Well, maybe it’s not so vast!

Has anyone explored a way to match/reconcile the Available column in the Savings Budget with the latest balances from the Balance History tab? For example, if one had a balance of $125 in their checking account at the end of the month then the total of all the available budget amounts for the expenses should also total $125. This assumes three things:

  1. All income for the month has been received. Therefore, the Available column for income in the Savings Budget tab is zero.
  2. Budget Expenses = Budgeted Income
  3. All transactions have been categorized in the Transactions tab

If the total of available budget for those expense were different than $125, an adjustment to Savings would be necessary.

Reconciling in this manner could be done after the monthly reconciliation of the bank account.

Thank you in advance for any guidance.