Setting up savings budget with starting balances

Google Sheets
1

I am migrating from YNAB with pre-existing balances in savings categories. How should I set this up in the Tiller savings budget template to reflect money saved before I started with Tiller? Just budget those amounts in the first month? I don’t love that solution, but it seems like it might be the one to use. Thoughts are appreciated.

2

There is a better solution, @camartin.ky… Just do this:

  1. Set the “Adjust ± Modifies” dropdown in the upper right to “Savings”
  2. Enter your starting values in column I (ADJUST ±)
  3. Run the Tools/Savings Budget/Update Savings Budget workflow in the Tiller Community Solutions Add-on
1 Like
3

Fantastic. Thanks Randy.