Hi again @courtney.maag ! It would seem the issue I was seeing with the template was intermittent at least I cannot replicate it since to retrace some of the steps. It was an error with changing the data source/reference links and a manual intervention caused all sorts of problems 
but it had a workaround. If this is still an ongoing issue for you, were you able to change your reference sources cleanly when you started using the template? This will help with trying to determine where to troubleshoot from.
For weekly tracking would this solution in part help? 🏆 Upcoming Recurring Expense / Account Health Dashboard
Thank you.