Savings Budget - Starting Savings Column Balances in 2021

Those savings values are probably coming from pre-2021actuals & budgets.

There are lots of ways to do this, @eshadd.

It sounds like you are starting a new budget from scratch for 2021. So you can zero out pre 2021 savings rollovers by changing your budget start date in cell M2 (in the hidden part of the sheet). Set M2 to “1/1/2021”.

From there, you can use targeted manual adjustments in the ADJUST ± column (with Adjust ± Modifies set to “Savings”) to get the starting values to match your account balances.

Hope this helps.

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