Cash Flow forecast not working correctly. I am trying to account for retirement by entering a Life Event that matches my husband and I’s income Category, setting the Start year to the year we each will retire, the End year to the last year accounted for in the Cash Flow Forecast and then Amount / Y…

Hi @Jamie.D , For the line where you enter the life event, does it get automatically bolded when you enter the Event/Category name? It should look like the image below: [image] Also, you mention that you are setting a start and end year for each of you. Does that mean that you are entering two l…

My Income is labeled as “[first name] Paycheck”, my husband’s is labeled as “[his first name] Paycheck” plus an annual bonus. When I create a line like you said and turn on (lines 46-48 on the Life Events table), something wonky is happening with the Duplicated income (see image). [Screenshot 202…

Wow @Jamie.D this is an impressive spreadsheet formula. For those who might be unfamiliar with some of the formulas used I created a formula breakdown. [Tiller Community Formula Breakdown] If anyone is unfamiliar with Cash Flow, here is a Tiller blog post . Here is the Cash Flow Foreca…

@Jamie.D unfortunately I don’t have any specific ideas on why your forecast might be showing duplicates. I asked AI what it thought of your formula, and unfortunately it did not have any specific solutions either. AI did suggest some troubleshooting techniques. I have copied the response into a docu…

Oh gosh @TillerAlice I definitely did not create that HAHA - but yes, very intense formula from the very smart creator of the Cash Flow sheet. I’ll deep dive into your word doc but on first glance, a bit of feedback for everyone so kind to read and offer tips: Isolating the problem - The issue seem…

@Jamie.D I was wondering if you added a new column or if it was the one from the spreadsheet :slight_smile:

No - have not added any columns or rows. Only editing green cells. I think it’s something with the formula in the Duplicated Income column but I am not nearly versed enough to understand what it says now, let alone how to fix it.

Hi @Jamie.D Thanks for sharing your issues with the sheet. I created the original sheet and formulas. But they were modified by someone else to take advantage of some of the new Google Sheets functions. And honestly, i’m having trouble using understanding some of the new formulas. Let me reach ou…

I think I was able to fix this issue by changing this part of the formula IFERROR(MATCH(D$17:D, $Z$2:$Z, 0), 0) → (IFERROR(MATCH(D$17:D, $Z$2:$Z, 0), 0)<>0) I think the issue was that it was supposed to be a “binary filter’“ (1 or 0) but the MATCH function returns an index so it can be a larger nu…

Thank you for sharing that @mikekojder ! I am yet to use this sheet but I hope folks will chime in with feedback as they work with it.

Cash Flow Post-Retirement Expenses Out of Control

Spreadsheets Google Sheets

randy January 4, 2026, 12:00am 17

Alright, @Lulu, I just got this published. If you open the TMF add-on and navigate to Browse Templates, the Cashflow Forecast should now show an Update option to 0.96. Can you run the update and confirm it is working properly now? Thanks and have a great weekend.

Cash Flow Forecast template question

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Cash Flow Post-Retirement Expenses Out of Control

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