How do I add the rollover function to the new foundation template? The categories tab on the foundation template is completely different than that if a new budget is created from Add On’s-Tiller-Budget. I don’t want to maintain multiple workbooks and have to fix my transactions in each one.I only want to format my transactions one time.
1 Like
@KLineberry, I think this answers your question. In this post, @heather says the following:
The Foundation Template is incompatible with the Rollover budget because of the way budget amounts are assigned to Categories and a lot of the automation magic that happens behind the scenes to keep track of rollovers.
https://community.tiller.com/t/about-the-budgeting-soutions-category/72
@Blake is right about that. The Rollover functionality isn’t available in the Foundation template, so you just need to decide which template is right for you and just maintain one sheet.
Here is a comparison:
How can I download the monthly budget version which includes rollovers?
, You can learn all about how to use and access that template here:
https://community.tiller.com/t/tiller-budget-via-tiller-add-on-comprehensive-guide/110/8
I stumbled into this topic trying to turn on rollover. Are there any plans to add that functionality to the Foundation template?
@Andrew1, we have a new “Savings Budget” dashboard you can add to your Foundation template that offers “rollover” capability, but it is not the same Envelope (Tiller) Budget capabilities found in the Tiller (soon to be renamed “Envelop Budgeting”) add-on.
We did a demo of this in a community webinar a few weeks back if you want to see it live in action before playing around with it.
I was searching for a rollover option. Is this still working? I was hoping to keep track of the funds I was under budget and move them to the following month to track my savings progress. I have the Foundation Template if that matters. Thanks.
I use Savings Budget to get rollover envelope budgeting. I modified it slightly to count the balances in the accounts that I typically draw from, and calculate how much of our savings/checking is allocated to envelopes and an emergency fund. That gives me a good idea of if I have discretionary cash or not. The goal of several of the envelopes is to build month to month so that we have money in the budget ready to go for several big recurring expenses (bar dues, annual subscriptions, etc.) rather than spending what we have coming in month to month and not having enough when those bills come due.
Best,
Pete
I’d like to do that possibly as well. Being that the post is so old I didn’t know if this “savings budget” still works. Do I need to add the Tiller community feed and add to the foundation template, or I’ve seen referenced a tiller sheet that already had it built in? It’s kind of gray what still is in use and what isn’t. I’m not a google sheet pro and don’t want to mess mine up. lol. Thanks for the reply Sir.
No problem! It is a community solution, yes. I’m at best a talented amateur when it comes to Sheets, but that’s honestly one of the nice things about Tiller! You can just experiment with stuff and worst comes to worst, just undo the changes or revert the sheet in the version history back to the last one that worked. I’ve done that a handful of times.
As much as I am generally not an AI fan, I have found that Gemini, even the free version, has been quite useful in helping me build formulas. I recently made a new month over month analysis sheet, and I’d been struggling with the formula for a long time (and I have never gotten the hang of pivot tables). Gemini made short work of it and was able to diagnose and troubleshoot problems from screenshots I fed it. If you’re scared of spreadsheet formulas, you can feed screenshots and idea prompts to it, and it will spit out the relevant stuff for you to copy over, and explain to you how it works.
Best,
Pete
1 Like
Good to know. I recently started using Gemini so will definitely use that. So the saving budget still works as you said you are using it. I’m gonna add the community feed and see what I can do to get that set up I’m coming in under budget in my first month of using Tiller for the whole month. I want to allocate those funds to something or increase my amount put into savings if the trend is consistent.
1 Like
@bryangarey79 that’s awesome wrt your budget and onward goals! great stuff!