Thanks for the kind words! The Past Categories/Descriptions options wonât work unless you have a full year of transactions. Year 2 though (and every year after), should work perfectly since it will be able to look back to last years transactions for each month.
I too like the ability to shuffle money around, and used that feature of Savings Budget. Iâve tried to replicate that ability in the new template I released recently, Budget Status.
The âCategory Transfer Toolâ (section 6) allows you to transfer money from one category to another. This change wonât show up on any other templates (would have to get into scripting like Savings Budget does, which Iâve tried to avoid), but on the Budget Status sheet it will display the currently available amounts considering the transfers you record. Give it a try and let me know if you have any ideas on how to improve it!