Yes, I did. I created a new spreadsheet from scratch and am going to try it again with data from May to the present, to see if I can make it work for the rest of the year.
I love this. The bad thing is I just started using Tiller earlier this year, so the Averages for last year arenât populating for me yet, so Iâm having to dummy some numbers for monthly amounts until I get to the point of having a years worth of data. But, that is more my issue than with the spreadsheet.
I do have a couple of notes. In your instructions, you say to change the date in K3, but my date field to change is L3. The K3 column is the âAmountâ title. Also, what do I do for my income when I get paid on the first & 15th? I didnât really see an option for twice a month. Or, my lawn person that comes twice a month. For now, I put the total monthly I pay them but if there was a âtwice a monthâ option under frequency or another type of modifier in the event someone has something 3 times a month but not quite weekly? Just trying to think of other scenarios. But, the 1st & 15th payroll is the biggest one for me.
Thanks again! Great sheet!
Thanks for the input. There was another request for the same feature, Iâll see if I can come up with a way to make it work. For now, Iâd use two transactions, âPaycheck 1â with a start date of 1/1/22, and âPaycheck 2â with a start date of 1/15/22.
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I just started using this template and it is great. I had been trying something similar using a different method for getting the dates. One thing I have noticed is for my paychecks. I get paid bi-weekly and have set it correctly. I entered a start date to ensure the pay was âenteredâ in the correct weeks (1/14/22). When I change the budget start to next year (1/1/23), the first month shows a summation of the entire previous year under January, instead of only the current month and year. I think your formula should take into consideration the month and year that is entered when calculating the occurrences, instead of just the month. Iâm not sure if it would help at all, but the method I was using was to create a sequence of dates based on a start date, and find how many times dates were found between some start and end date for the budget area.
Thanks a lot for putting in the work. This is exactly what I needed. Not sure if anyone mentioned but when I set the start month as October both in Categories sheet and Budget Plan sheet, and then create a plan spanning multiple years, even if the plan falls inside the target budget schedule it doesnât seem to work. When I look at the formula, all comparisons are based on months and year is completely ignored. My wife is a teacher and she doesnât make much money in the summer, so when I set a start date 9/1/2022 and end date 6/1/2023 for her wages, it will show all 0s. I tried to follow your advice of splitting it into two but that didnât work
I agree it should behave the same if the period isnât based on calendar year, Iâll have a look at that when I get a chance and hopefully have an update available.
After installing the template I receive the following #REF! errors in the Monthly and Yearly budget templates for the Actual and Available fields .
Error Function ARRAY_ROW parameter 2 has mismatched row size. Expected: 205. Actual: 1.
I updated âDATEVALUE(E$1),â to match my first month column to G and copied the formula to all the category cells.
=IF(ISBLANK($A2),ââ,IFERROR(SUMIF(âBudget Planâ!$E$4:$E$200,$A2,OFFSET(âBudget Planâ!$K$4:$K$200,0,MATCH(DATEVALUE(G$1),âBudget Planâ!$L$3:$W$3,0))),0))
Any ideas on what the issue is?
Thanks
Do your budget numbers show up in the Categories sheet where youâve copied the formula to? Did the Monthly and Yearly budget templates work before adding the Budget Plan formula to the Categories sheet cells?
Do your budget numbers show up in the Categories sheet where youâve copied the formula to? YES Did the Monthly and Yearly budget templates work before adding the Budget Plan formula to the Categories sheet cells? YES
I must have jacked something up before, during or after the installation of the BP template. I backed out the BP template, restored the categories template and I still had the issue. I tried restoring the monthly and yearly budget templates as well to no avail.
I ended up creating a new foundation template, performed a migration and all is working as expected.
Thank you for the budget plan template!!!
Glad you got it working, and glad you like the template!
@jpfieber Hi JP, if I transferred my current categories to this sheet, would it work with the Savings Budget or would that require separate integration?
I believe it will work fine, @seanavne. @jpfieberâs Budget Plan feeds the Categories sheet which feeds the Savings Budget.
The only thing that doesnât work is the âAdjust ± Modifiesâ feature in the Savings Budget, since that overwrites the cells in the Categories sheet, which would stop Budget Plan from feeding info to the adjusted cell.
Ah okay. Thatâs a pretty important feature on the savings budget. Thank you both for your replies.
I should clarify, the âAdjust ± Modifiesâ for âBudgetâ doesnât work, but it does work for âSavingsâ. If youâre using the Budget Plan sheet, using Savings Budget to adjust your budget should become less necessary.
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I just updated the Budget Plan template for Google Sheets, it will be available in the Tiller Community Solutions Add-on soon. I added a few community requests, and a couple of my own. The version is now 1.7, here is the quick list of changes:
- Budget period no longer limited to calendar year
- Start of budget period automatically determined by Categories sheet
- Added Frequency âBi-Monthlyâ
- Added Frequency âExternalSourceâ
- Added column to show number of occurrences
See the updated documentation for a more in depth explanation.
Update to the new version using the Tiller Community Solutions Add-on. You should âArchiveâ the old sheet so you can copy any budget data from it.
To migrate your data from an earlier version:
- In the old sheet, Click into A4, drag down to B200 (or at least past the end of your data) and let go to select that data. Choose âCopyâ from the âEditâ menu. Go to the new sheet, click in A4 and choose âPaste Special\Values Onlyâ from the âEditâ menu.
- In the old sheet, Click into E4, drag down to I200 (or at least past the end of your data) and let go to select that data. Choose âCopyâ from the âEditâ menu. Go to the new sheet, click in E4 and choose âPaste Special\Values Onlyâ from the âEditâ menu.
- In the old sheet, Click into J4, drag down to K200 (or at least past the end of your data) and let go to select that data. Choose âCopyâ from the âEditâ menu. Go to the new sheet, click in K4 and choose âPaste Special\Values Onlyâ from the âEditâ menu.
- Check the formula in your Categories sheet to be sure itâs still pointed to the âBudget Planâ sheet. If not, follow the step in the documentation above to copy the formula to your categories sheet
- Delete the archived Budget Plan sheet
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@randy @jpfieber Great updates - would we ever expect the âAdjust ± Modifiesâ for âBudgetâ to work with your Budget Plan sheet? I imagine if there were full integration with the leveled-up Budget Plan document and the Savings Budget, that would be the ultimate document for Tiller. 
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Hello, great tool! However, with the additional âOcurrancesâ column added by the recent update, the formula pasted into the Category sheet cells needs to be updated to reflect the shift across. It breaks in an unsubtle way for legacy users (the 12th column values remain stuck at zero, which impacts the Foundations Template Yearly Budget sheet. (I was able to repair it myself, but others might not be so lucky). 20Oct2022
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Youâre right! I overlooked that. I just updated the documentation to reflect the change. Anyone thatâs using the updated Budget Plan should update their Categories sheet, just like they did when first installing, with the updated formula:
=IF(ISBLANK($A2),"",IFERROR(SUMIF('Budget Plan'!$E$4:$E$200,$A2,OFFSET('Budget Plan'!$L$4:$L$200,0,MATCH(DATEVALUE(F$1),'Budget Plan'!$M$3:$X$3,0))),0))
Thanks for pointing this out!