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.
There is a better solution, @camartin.ky… Just do this:
- Set the “Adjust ± Modifies” dropdown in the upper right to “Savings”
- Enter your starting values in column
- Run the Tools/Savings Budget/Update Savings Budget workflow in the Tiller Community Solutions Add-on
Fantastic. Thanks Randy.