Adjusting Transactions' Month Assignment for Budget Analysis

Google Sheets
1

We have some monthly income transactions, which sometimes occur before the start of the month in which they are budgeted. For example, a May 1st disbursement is sometimes received April 29th, depending on a number of factors. Regardless of the date actually received, it needs to be calculated within May’s budget calculations.

I’ve tried overriding the Month field. I’ve also tried overriding the Date field (which is not an ideal solution, even if it did work). Neither of these seems to work.

How do I correct for this?

Any suggestions?

Thanks in advance!

2

Hi @M.and.E.Jackson. If you are using the Foundation template, you should be able to update the Date column on the transactions tab (column B). Altering this date should update the Monthly Budget with the appropriate month.