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.
That did it! Thank you so much!