When I receive my ‘hello’ email telling me I have new activity, I open my spreadsheet and fill out the transaction. I have also updated the categories to reflect my budget, but I noticed it is not populating the the Monthly Budget Tab. Should I have been entering this info on my foundation template and not my spreadsheet. Probably a rookie mistake. Can I some correct this?
Welcome to the forum Timothy! The “Foundation Template” is the spreadsheet you get when you first set things up. It includes the Transactions tab, where all transactions go, a Categories sheet, and others. You may not notice anything going on in the Monthly Budget sheet if you haven’t setup budget information in the Categories sheet first, since it is designed to show how your transactions fit into that budget information you established.