I was thinking a migration tool would be pretty handy. I did install and mess around with this a little bit. I loaded my transactions from the server and just did a quick categorization for the last couple of months into some very broad (for me) categories.
My initial feeling is that I really like it. I especially like the journal, because being unable to track changes in rollovers (both in Tiller and my bank’s built in budgeting features) has been a long standing point of annoyance for me. I sometimes would even create “fake” transactions in my sheet that would move funds from one category to another so I would at least be able to look back and see what changed and why. This of course creates other issues, so I really love this feature, even if it was a mandatory byproduct of what you’re doing.
I’m having trouble understanding exactly what the “Rollover Adjustment” line is telling me. It doesn’t seem to correlate with anything I’m seeing in my sheet. (And I’d need a lot more coffee to try to decode that formula.)
While I think the Envelope Budget sheet is an absolute marvel, I’m really liking the simplicity and speed of this prototype. I don’t think I was using any of the functionality that was lost, even when in one case it may have made sense for me to do so. I even like the “delayed processing” of changes. Sometimes my fingers move faster than my brain and with the current sheet, changes would sometimes be written before I realized I made a mistake.
The main thing I’m not seeing right now that I hope is coming soon is displaying totals for groups. I know it’s fairly easy to get that by selecting the columns I want to sum, but having it up there for quick reference is very nice.
I’ll load it up with my real budget next week. This will take a while as I have a ridiculous number of categories that I’ll need to copy over budget amounts for, but it should be a good stress test and will give me a better idea of how it works in actual practice.