I’m way overdue to start the new year for 2025 - I have a pivot table for all my categories, but it keeps incrementing the months, so it doesn’t start over from 2024 to 2025. Is there an easy way to accomplish this?
A related question is how to keep the same budget for 2025 as I had when created in 2024?
I’m not able to answer your Pivot Table question, but here is a link about adding columns to the Categories sheet for 2025 and keeping your 2024 data. If you want the same budget as 2024, you would just copy and paste, updating the new columns with 2025.
Hello @wa9als , thank you for being a Tiller user. Are you using Google Sheets™ or Excel™? In Sheets you can filter your pivot table for date ranges. Choose to filter the date column for date is after 12/31/2024
Alice Keeler
Tiller Evangelist
@wa9als on your 2025 budget question, you want to insert 12 additional columns. I hope this support article is helpful: Multi-year Budgeting in the Tiller Foundation Template
Alice Keeler
Tiller Evangelist
I’m not sure if you have the year column in your transactions sheet as well as month but adding that column will give you the additional options to group/ filter by and see things differently in your pivot tables
Check out this thread for additional info in bringing those columns to life with formulas
Ahhh, the files no longer available, but the other link that shows the step by step instructions should be sufficient.
