heather
February 17, 2021, 2:19pm
2
@lindabeth29 !
Sorry for the delayed reply here.
If you still need help, I’d actually recommend checking out the Savings Budget that you can use with the Foundation Template and is a much simpler option than this Envelope Budget.
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The Savings Budget template is a simple envelope/rollover savings concept.
It is designed to deliver the following benefits:
Compatibility with Tiller’s Foundation template
In-category “rollover”/“envelope” savings workflows
Responsive performance
Simple to use and get started
Activation of savings workflows on a per-category basis
In-dashboard workflows to modify budgets and savings values
Budget & savings change-history logging
Compatibility with the Savings & Debt tem…
You would need to start in a fresh sheet and transition your data over if you chose to go this route and can use the Migration Helper in the Labs add-on to help with that.
recommended workflow .
The Migration Helper is a best-effort community built workflow for a very complex migration problem. We hope this tool helps you, but please be aware that this workflow will not work for every…
, @lindabeth29!