I am trying to do this as well. I am migrating from YNAB 4 and would like to assign this months income to next months budget so I have a total months income to draw from each month. This was a feature YNAB eliminated in their new version and drove many away. Hoping Tiller can accommodate this.
@hintz.jeffrey, the budgets history sheet and all the functionality described in this topic is not compatible with the Tiller Foundation Template. They are separate budget templates so no Budgets History in Foundation, etc. You can read a comparison here.
To add your 2019 budget data to the Foundation template, follow the steps in this guide.
@lynda.jao, it sounds like you didn’t actually install the Budget template that’s described in this topic but perhaps are in the Foundation Template. You will need to start in a new sheet to install the Tiller Budget and get those columns.
- Install the Tiller add-on (not Tiller Money Feeds) here if you haven’t already
- Open a blank Google Sheet from your Google Drive - make sure it’s the one you use for your Tiller subscription - we recommend a dedicated Google Chrome browser profile just for Tiller and no other Google Accounts.
- Open the Add-ons menu
- Open the Tiller Money Feeds add-on and choose Launch (or open sidebar) - if you haven’t installed it yet, (i.e. you don’t see it in the Add-ons menu) you can find it here.
- Link the new Google Sheet to the Tiller console and choose which accounts you want linked to this sheet and confirm.
- After a successful update, open the Add-ons menu and choose Tiller > Budget > Start
- Configure your budget and then start setting up Categories.
- If you already spent time working on Categories and categorizing data in the original sheet you started with, you can use the Migration Helper to move over the data from the original sheet into this new sheet.
@jacobvanags, when you’re first starting in this template it creates the last month and this month’s budget periods. You need to set these two period budgets manually via the green Adjust cell on the budget dashboard. The next month will be automatically created and re-use the previous month’s budget values. So March, when it’s automatically created on 3/1/2020 will use all the budget values from Feb. If for some reason March doesn’t automatically show up, just run Analyze Budgets History from the Tiller add-on menu > budget.
@bob.deatherage and @BrittneyP, I’m sorry we don’t have a great workflow for budgeting the current month’s income for the next month. I realize this is a loved feature of YNAB but the Tiller Budget just wasn’t built to handle that scenario. I know some customers have written into support about this in the past, before that template was supported here in the community, and I’ll try to dig up the old threads and see if one of these folks are still using it and would be willing to share their workflow.
Thanks! This worked and I got the rollover categories to appear (I was in the right template before, but that column just didn’t appear…).
Do you know how to add amounts to the budget? (I am starting off this month before I start doing the rollovers). Is that done in “Budgets History”? It was in the Categories with the Foundation Template, but I don’t see it here.
Got it thank you!
Follow up question: I have rollover enabled for all expenses, but can tell January’s rollovers weren’t added/subtracted from February’s budget allocations (all of my rollovers rollover into the same category). Is there something else I need to do for this first “new” period on my budget to get the rollover amounts to be accounted for in Feb?
Note: I have already run “analyze budgets history”
My question was regarding using Tiller like YNAB 4 where this months income can be posted to next months budget so at the start of each month your budget is fully funded. Is this something Tiller can do? What if I simply changed the income posting date to the first of the next month?
Bob, I do that for mine. I am paid once a month on the last business day. So I move it to the next month to fully fund that month. If I have card payments or transfers at the end of the month that process on the next month I will update their transaction date back to the prior month as well. It is a hassle but it helps my sanity.
Thanks James. I made the changes this morning and it appears to work well. Appreciate the help.
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Hi @lynda.jao, glad you figured that out.
You can set the budget amounts in Budgets History on the budget lines for each month or directly in the Adjust cell in the Budget dashboard (column M).