I am a relatively new user to the savings budget community solution. I chose it so that I can be incentivized month to month and not just within that one month (e.g. if I overspend one month I am penalized the next month, and I can also “save” month to month in a category). While my expenses are rolling over from month to month, I cannot see the savings (e.g. if I underspent $35 in groceries category, it’s not showing that in the next month). Please advise - I’ve read through several threads and I’m confident this is possible but can’t figure it out.
One thing to check: on your Categories sheet, there should be a Track column (Column E for me). You have to have the categories for which you want to track savings toggled to Savings in that column.
3 Likes
That did it! Thank you so much!
2 Likes
Column “E” for me is January. There is no TRACK column on my CATEGORIES sheet??
Have you installed the Savings Budget sheet? The Track column is generated as part of the installation of that sheet as described here.
3 Likes
Got it…thanks. This is AWESOME!!
1 Like