It sounds like the formulas may not have been setup in the Categories sheet. Check the installation instructions again and make sure you copied the formula to your Categories sheet, made sure it matched your columns, and then copied it across and down to fill all your Categories sheet budget period cells.
Thats what I ended up doing for this year as this is my second year. I was just thinking of a way to minimize needing to manually edit what may be a bunch of different budgets every year. I may resort to changing the color of the tiles so I can quickly track them for editing purposes every year if an automatic alternative isnt available. Thanks.
This would work if it wasnt a budget over just a 4 month duration every year, at least for this specific budget. Others may be different so I am looking at the best ways to make these more proficient if I ever need them.
I want to build out the monthly schedule on a weekly basis. How would I adjust this formula to view it on a weekly basis instead of the grand total for the month?
**(status=āEnableā)(frequency=āWeeklyā)(EOMONTH(N$3,0)>=IF(ISBLANK(startdate),$M$3,startdate))*(EOMONTH(N$3,-1)+1<=IF(ISBLANK(enddate),EOMONTH($X$3,0),enddate)),(ROUNDDOWN(DAYS(IF(ISBLANK(enddate),EOMONTH(N$3,0),IF(EOMONTH(N$3,0)>enddate,enddate,EOMONTH(N$3,0))),IF(N$3=IF(ISBLANK(startdate),$M$3,startdate),IF(ISBLANK(startdate),$M$3,startdate),IF(ISBLANK(startdate),$M$3,startdate)+(ROUNDUP((DAYS(IF(startdate>EOMONTH(N$3,-1)+1,startdate,EOMONTH(N$3,-1)+1),IF(ISBLANK(startdate),$M$3,startdate)))/(IF(ISBLANK(multiplier),1,multiplier)7),0)(IF(ISBLANK(multiplier),1,multiplier)*7))))/(IF(ISBLANK(multiplier),1,multiplier)*7),0)+IF(ISBLANK(enddate),1,IF(IF(N$3=IF(ISBLANK(startdate),$M$3,startdate),IF(ISBLANK(startdate),$M$3,DATE(YEAR(startdate),MONTH(startdate),DAY(startdate))),IF(ISBLANK(startdate),$M$3,DATE(YEAR(startdate),MONTH(startdate),DAY(startdate)))+(ROUNDUP((DAYS(IF(DATE(YEAR(startdate),MONTH(startdate),DAY(startdate))>EOMONTH(N$3,-1)+1,DATE(YEAR(startdate),MONTH(startdate),DAY(startdate)),EOMONTH(N$3,-1)+1),IF(ISBLANK(startdate),$M$3,DATE(YEAR(startdate),MONTH(startdate),DAY(startdate)))))/(IF(ISBLANK(multiplier),1,multiplier)7),0)(IF(ISBLANK(multiplier),1,multiplier)*7)))<enddate,1,0)))*amount,
The Tiller Foundation Sheet is based off a monthly budget, and since Budget Plan is just a fancy front end for the foundation sheetās Categories sheet, making changes to Budget Plan wonāt affect how you see your budget info. Someone would need to build a āWeekly Budgetā sheet that shows budget based on weeks instead of months, then maybe altering Budget Plan to feed that would workā¦
First of all, thanks for this amazing sheet! I canāt imagine the thought and time that went into it. I do have a question, though. My entire Tiller spreadsheet seems to be running slower since I add the budget sheet and completed my budget. I suspect thatās related to the calculations the budget sheet is performing when I change my sheets. Is that expected? Is there a way to ādisableā the budget sheet? I assume if I delete the sheet Iāll lose everything. Iāve tried hiding the budget sheet, but it makes no difference. Thanks!
Yeah, it is a bit processor intensive, so you may see a performance hit. The only way to get around that is to setup your budget, and then in the Categories sheet, convert the formulas into numbers by copying them, and than pasting āas valuesā. Once youāve done that you could delete the Budget Plan sheet, and it wouldnāt affect anything. Of course the downside is you loose the ability to make adjustments to your budget, or to see the list of item with individual amounts (the categories sheet will only show it at the category level). I have a new version coming out soon, not sure if itās better or worse yet when it comes to processing. Iām hoping it uses less processorā¦
First, I absolutely love this template. Besides the lengthy lag between a change, then that change being reflected in the projection, itās perfect.
My question: How would I budget for a savings account contribution, when used in concert with the savings budget template? If I budget it as an expense, when the contribution comes through on the transaction sheet as a positive, it appears on the savings budget as if I now have double the available amount in the budget. It is technically an expense as itās coming out of my income, but Iād like the āsavingsā in the savings budget to reflect the balance of the account. Any ideas?
Hmm, an interesting one. Itās not really an expense, itās a transfer. Youāre moving money from one category to another, so it never leaves your net worth. If you wanted to represent this in Budget Plan, Iām thinking youād have to have an expense item in one category, and an income item of the same amount in another category. They would balance each other as far as effect on net worth, but should reduce and increase category budgets as you view them in Savings Budget.
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I can not get the āpast categoryā to populate properly. Only zeros fill in. Please advise.
Past Category pulls transactions from 1 year previous to the budgeted year. If itās showing zero, it probably isnāt finding any transactions from 1 year ago in that category, check your Transaction sheet to confirm if this is true.
I have every transition for 2022 marked with a category. Every line item has a category. I must be missing something.
Thanks,
Bob
If your Categories sheet includes budget months from 2022, you would have to update the cell M3 on Budget Plan to "1/1/23ā to tell it to skip over the 2022 months and use the 2023 months.
If that doesnāt fix it, you might want to try the beta version I posted here to see if you have any better luck.
Thank you. Looking at the categories I noticed now that the year was 2021. I made the adjustment and all is well now. Thank you so much
Thanks,
Bob
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Just a couple of questions. A few weeks ago youād mentioned that Weekly tracking would be fixed soon. So hereās my questions:
- How do we know if thereās a new version to install?
- Best way to install it.
Thanks!
Oh, by the way, I love this sheet. Thanks for making it!
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If you open the Tiller Community Solutions Add-on and you have a template installed, it will show a red dot next to the Manage tab and will provide upgrade information if there is a new version available there. Unfortunately, you need to keep an eye on that tab. There is no way to get an email notification at this point.
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Thanks! Do you know when the weekly budget option will let you pick a number bigger than what it currently is? Iād like to schedule some things to happen at 7 weeks and it doesnāt work correctly.
I have a beta version that fixes that, itās been out for a while without any reported issues, so I think weāll push that update soon, probably this week.
Hi, this is a fantastic template! Thanks for all the hard work.
How much effort would it be (for me) to adjust Budget Plan to allow for budgeting period longer than 12 months? For example, Iād like to budget from Jan 2023 - Jun 2024 and have that feed into the Categories for the same period.
From inspecting the formulas it seems they mostly assume a 12-month period so seems it would be a big undertaking?
Iāll be releasing an update in the next few days that should be a little easier to modify, but that being said, some of the options will probably still be tricky to convert.