The Rollover section wasn’t an issue, @randy. At the time I had all categories set to roll over (I’ve since toned things down) so there were zeroes in every field that didn’t have an actual rollover, but I did a test and cleared out some of the zeroes and the script still ran successfully, so I believe the bug is only in the Rollover Mods section.
I also made some enhancements to my copy of the migrator template to respect the Hide From Reports and Track columns that you might want to consider including.
On the Instructions tab I added thee new entries in columns D and E below the other Categories column lookups.
Categories/Type, =iferror(char(64+match("Type",INDIRECT("'"&$B$12&"'!$1:$1"),0)))
Categories/Hide From Reports, =iferror(char(64+match("Hide From Reports",INDIRECT("'"&$B$12&"'!$1:$1"),0)))
Categories/Rollover To, =iferror(char(64+match("Rollover To",INDIRECT("'"&$B$12&"'!$1:$1"),0)))
On the Categories Migrator tab, I added a Track column in column E and set D1 and E1 to the following formulas.
={"Hide From Reports";ARRAYFORMULA(IF(ISBLANK($A2:$A),IFERROR(1/0),IFERROR(VLOOKUP($A2:$A,{INDIRECT("'"&Instructions!B12&"'!$"&Instructions!E5&"$2:$"&Instructions!E5&""),INDIRECT("'"&Instructions!B12&"'!$"&Instructions!E7&"$2:$"&Instructions!E7&"")},2,false))))}
={ "Track"; ARRAYFORMULA( IF(ISBLANK($A2:$A), IFERROR(1/0), IFERROR( IF(ISTEXT(VLOOKUP($A2:$A, { INDIRECT("'"&Instructions!B12&"'!$"&Instructions!E5&"$2:$"&Instructions!E5&""), INDIRECT("'"&Instructions!B12&"'!$"&Instructions!E8&"$2:$"&Instructions!E8&"") }, 2, false )),"Savings",IFERROR(1/0)) ) ) ) }
I also modified the Category formula in A1 to grab transfers after all of the budgeted categories.
={"Category";transpose(INDIRECT("'"&Instructions!B10&"'!F2:2"));QUERY(INDIRECT("'"&Instructions!B12&"'!A2:C"),"SELECT A WHERE C='Transfer'")}
These modifications set the Hide From Reports column based on what is in Copy of Categories, set the Track column to Savings whenever a rollover category is found, and append the transfer categories at the bottom.
Finally, I removed the Type formula from C2 and added a new formula in C1 based on the Group formula in B1.
={"Type";ARRAYFORMULA(IF(ISBLANK($A2:$A),IFERROR(1/0),IFERROR(VLOOKUP($A2:$A,{INDIRECT("'"&Instructions!B12&"'!$"&Instructions!E5&"$2:$"&Instructions!E5&""),INDIRECT("'"&Instructions!B12&"'!$"&Instructions!E7&"$2:$"&Instructions!E7&"")},2,false))))}
With these modifications I can do a single copy/paste of the entire tab into the Savings Budget (Prototype) Categories tab. Before the modifications I needed to do 3 copy/paste operations and manually set Hide From Reports and Savings; one to grab A:D, one to grab F:~ (due to the missing Track column) and one to copy the transfer categories.
I hope this helps others get on board with the new template!