When using the savings prototype, I select the savings from the drop down in the adjustment column. The cells turn white and when I enter adjustments, they get cleared out and the module tells me there were no adjustments to be made.
How do I move from rollover adjustment to savings column?
The green cells in the Adjust column tell you which categories can be updated. For a Savings Category to be green, you need to select “Savings” in the Track column in the Categories sheet. (This previously was a checkbox and a column called Track Savings in version 0.50.)
Is it possible your Categories sheet didn’t get the new Track column when you installed version 0.60, @jason91487? (If you have both columns, you can delete the Track Savings column.)
It sounds like most of the rest of it is setup properly.
Let me know re: and we’ll figure this out in the morning.
Randy