Yearly Budget for Envelope budget?

Regarding the Envelope Budget, we don’t plan to unpublish it, but it hasn’t been maintained or updated in over a year and it will slowly diverge from other changes to the platform. The Savings Budget is our current best practices template for rollover budgeting.

A few quick notes:

  • It sounds like you have not found the Savings Budget workflows in the Tiller Money Labs add-on. If you run this workflow, your changes in the Adjust column will be integrated into your budget data. The intent is NOT for those values to hang out there.
  • The sparkline progress bars are cool. It probably wouldn’t be too hard to add those to your personal sheet. Let me know if you get stuck.
  • Since long-term savings is tracked in the Savings & Debt sheet with the Savings Budget, the % of target would be tracked elsewhere with the new tooling.