Where Is Data Stored With The Savings Budget?

This can be a little confusing…

Monthly budgets are written and stored in the Categories sheet— for full compatibility with our other budgeting tools (like Monthly Budget and Yearly Budget). The dashboard’s budget values are pulled from the Categories sheet.

Savings changes are written and stored in the new Budget Journal (that is installed with the Savings Budget). The dashboard’s savings values are pulled from the Budget Journal sheet.

Note the budget changes are added to the Budget Journal also, but these entries are just for reference (for a complete record of how you have changed your budget over time). In other words, budget-change entries in the Budget Journal have no bearing on the data in the Savings Budget dashboard.

Hope this helps.

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