It took longer than expected, @aronos…
I built out a category-merge workflow for the Savings Budget today.
It is built into the Tiller Money Labs add-on’s Tools
/ Savings Budget
menu.
The Merge Categories workflow performs the following steps:
- Recategorizes all transactions from source to destination category in the
Transactions
sheet - Reclassifies all savings/budget modifications in the
Budget Journal
sheet - Moves all source budgets into the destination budgets in the
Categories
sheet - Deletes the source category row from in the
Categories
sheet
Take it for a spin and let me know what you think.
(I wouldn’t test on a production budget yet… )
P.S. You will need to reload your browser tab to get the latest add-on build.