@got2liv4him ! Sorry for the delay here. Have you checked out the Savings Budget & the Savings and Debt sheets from the Tiller Community Solutions add-on?
Overview
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The Savings Budget template is a simple envelope/rollover savings concept.
It is designed to deliver the following benefits:
Compatibility with Tiller’s Foundation template
In-category “rollover”/“envelope” savings workflows
Responsive performance
Simple to use and get started
Activation of savings workflows on a per-category basis
In-dashboard workflows to modify budgets and savings values
Budget & savings change-history logging
Compatibility with the Savings & Debt tem…
Overview
The Savings & Debt sheet allows you to set, manage and track your savings and debt goals atop the new Savings Budget template.
Savings
The template delivers the following benefits for savings:
Create savings goals within categories with target amounts & deadlines
Track progress against savings goals
Compare whether budgets are sufficient to reach your goals
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Debt
The template delivers the following benefits for debt & loan paydown:
Simple debt-payment workflows that…