Hi @Lulu thank you for that input. So are you confirming that new formula resolved the issue for you? and just curious had you tried @mikekojder ’s revision as well before this ChatGPT solution?
Additionally, is anyone’s sheet here relying on non-current year or partial budget values from their Categories sheet? i.e. it’s 2025 but do you perhaps have only January 2024 - December 2024 budgets currently or January 2025 - July 2025. From documentation:
If you have a January and December budget column for the current year, the solution will use the current year to determine the starting yearly income and expense. If you don’t have that, the sheet will look at the earliest and latest monthly budget columns and use all the budgets over that range.
I’m just looking to hear from anyone’s current experience working with a previous year’s budget.