If I have dividends that I know are coming on a monthly basis, but the $ varies by month is the best way to get this added to the budget by creating duplicates of the same category and modifying them that way? I also noticed if I have duplicates of the same category they are highlighted in yellow, does that mean anything other than they are duplicates?
Yellow highlighting on the Categories sheet means itās a duplicate, itās just there to get your attention that itās not ideal, and could cause problems. On the Budget Plan sheet, you can definitely create multiple Budget items, each with different amounts and times of the year that they are expected, thatās the intended use!
Thanks for the response, love the sheet!
1 Like
Hey @jpfieber - this is great! Thank you.
What would be the best way to budget for monthly commission payments? Some months higher, some lower, some none. I find out about 5-6 weeks ahead of the next payment date which is end of month?
Good question! I wonder how others have handled similar situations. If you had to, you could create 12 budget items, one for each month, with your best guestimate for each. You could then adjust them one at a time as you find out better information.
Thank you. I simply manually adjusted the entry for that item in January in the Categories tab. Is this the best place to do it? I tired it on the Budget Plan tab but that seems to break everything in that column.
I wouldnāt make changes to the Categories sheet once you have the formulas there to link to Budget Plan or itās going to bite you in the butt later on. You canāt directly make changes to the grid of monthly values in the Budget Plan sheet, you would need to create a budget item in the Budget Plan sheet, and set the start and end dates to limit it to the month you want.
1 Like
I am getting an error when I try to sort by accountability. Looks like the expressions row (row 35) isnāt getting moved back up to the top?
I am not quite sure what is going on.
Yeah, sorting the sheet isnāt very friendly (hadnāt thought about sorting while I was building it). I did an update that makes it a little easier, you can find it here: Need Help with Update to Budget Plan - Google Sheets - Tiller Community (tillerhq.com)
Thank you. I am using 2.0, and there seems to be a bit of an error. Correct me if I am wrong, but it looks like if start date for the months and the start date for the line items are not of the same year, it doesnāt properly set the amount for each of the months.
1 Like
Iām having this same issue
Has the bug for the Weekly frequency with a multiplier over 4 not working been fixed yet?
I believe that is fixed in the 2.0 beta, which you can find here.
Iāll take a look when I get a chance, itās been a while since I worked with that code so it will take a bit to come back up to speed!
1 Like
I think the fix is that you have to manual input the date, 1/1/24, in the M3 column for January. Mine started to work correctly once I did this.
Yes, that does work. But there has to be a way to make this work without resetting the Start Date column. Iām thinking a combination of the occurrences column and 1st occurrence in the helper data.
Thank you for a very useful sheet! I used this for 2023 budget planning and now am using it for 2024 budget planning.
For 2024, I wanted to change some categories to be more granular ā is there any way to tell Budget Plan to use data from the past year for a category with a different name, than the one is being planned for?
(Some ways I can think of this working: use āPast-Categoryā but provide the name of the other category in one of the columns or maybe use an external source in some way)
Sorry, I canāt think of an easy way to accomplish that, and I donāt think I want to deep dive on the code in that sheet again.
Thank you for your reply, and no worries! Thanks again for a very useful contribution!
2 Likes
Thanks for this tool, Joseph, itās been a big help so far.
Question regarding the āWorkdaysā frequency, is there a way to have 3 days act as the weekend? My wife works at two different locations; she works at one location four times out of the week and works at another one time out of the week. The location where she works four times she has to pay for parking but at the other location she does not. Since she only has to pay for parking four out of the seven days of the week, is there a code I can add in the Mult column that allows for that? I saw your explanation for the different codes one could use to dictate which days are considered the weekend but I found none that specificed three days.