Rollover Adjustment Warning Wrongly Displayed on Envelope Budget Dashboard

[randy]

(Belatedly) reviewing your Savings Budget feedback from Sept 13, @aronos…

@aronos

I made a conditional format for all of the Rollover Mods rows in my Envelope sheet that highlighted non-zero values. I checked everything that highlighted and there was only one microvalue here. I did a quick scan of some Rollover and Actual lines and found quite a few. I chose 3 categories and went through manually correcting them. After I ran Analyze Budgets History they came right back so I think the source of the problem is likely in that function. At some point, I may correct the entire sheet, then run the migration to the Savings Budget without running Analyze Budgets History and see if that keeps them from carrying over to the Savings Budget but that sounds kinda terrible.

• Is the “microvalues” issue resolved once you are in the Savings Budget template? We made some changes to address that about a month ago. (I’m not as worried about the old Envelope Budget anymore.)
• The Analyze Budgets History workflow regenerates and overwrites much of Budgets History every time it is executed, so I’m not surprised that the micro values came back after your ran it.
• “At some point, I may correct the entire sheet, then run the migration to the Savings Budget without running Analyze Budgets History…” I think this would work… but you could also just fix the values post-migration once the data is in the Savings Budget.

@aronos

I was hoping to use the migration tool to keep my Transactions synced between my regular Envelope Budget and my test Savings Budget but it doesn’t seem to be working out.

There are many issues with trying to do this but you might try using the IMPORTRANGE() function if you want to sync data between two sheets. @heather wrote up some instructions a while back…

@aronos

The “Hide From Reports” flag is not transferring to the “Categories Migrator” sheet.

Is this still an issue? I thought some new formulas from @cculber2 resolved this about a month ago.

@aronos

At first glance most of the “Available” values in my most recent month match between the two budgets. I figure this is a pretty good way to check for accuracy.

Yes… if the Available values are close, that is a very good sign. The calculations are conceptually the same but implemented completely differently, so some discrepancies— especially with complex budgets with extensive history— would not surprise me.

@aronos

Will we be seeing the “categorize transactions,” “expense budget doesn’t match income budget,” and “net transfers” warnings implemented? Those are all very useful.

I think you’ve seen that these measurements are prototyped in the hidden area. We will be moving them to the main area in the coming months. For now, you can cut and past them wherever you want them in your sheet.

@aronos

Update: The budget for the last category in the Categories list isn’t being recognized, so whatever that category happens to be goes negative by the Actual every month.

Can you clarify… is this a migrator issue? or a Savings Budget issue? Is it possible we resolved this since your post?

@aronos

Not-really-related issue: I feel like E6 should be “Actual” and not “Actuals” to match style with the other headings.

I changed this a few weeks ago. Thanks for the suggestion.

Thanks for all the detailed feedback!