Everything is working as far as I can tell currently. I think because I didn’t have anywhere for the sweep envelope to go it just didn’t move the money anywhere and didn’t make a transaction, which makes sense. I am going to continue to experiment with sweep in the coming weeks. Thanks again!
That doesn’t sound right. Can you try something? Can you try doing the sweep, but when the prompt comes up asking if you want to fill your envelopes, say no. The values should still populate in the fund amount column. Can you just tell me if the numbers look correct. Thanks
Glad your enjoying the Envelope Sheet. What I do when starting the new sheet is setting a starting transaction with the starting amounts.
Here are the instructions in the documentation. Not sure if this helps yo our not. If not let give me some more specifics.
Thanks
R
Hi @richl ,
I’m wondering if there’s a straight-forward workflow to starting a new year. I know Tiller has their own method. But since I use your envelope sheet, I need to think about the funding transactions tab at the very least. I was going to start the year from scratch but the idea of getting all of my opening envelope balances to match gives me a bit of the shivers.
Thanks!
I get what your saying, starting over isn’t fun. So I am still using the same sheet for 2022. I haven’t had any issues using it for several year. I started this sheet in 2019 and still haven’t seen performance issues. So for me all I did was add the new months to my category sheet for the 2022 months and kept going. Let me know if you need help with this. I do however copy my sheet each year and keep it as an 2021 archive. If you do decide to start over. Let me know and I can send you the latest version of my sheet. Not sure what version you are using but I have made incremental changes throughout this last year let me know and happy new year
Rich
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Thanks @richl ! I decided to go that route too and it made it much easier.
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Hi @richl
Is this the latest version to copy? I saw you made note of some incremental changes and I just wanted to check with you. Thank you!
Hey Pete, welcome the community.
Here is the link to the latest version 22.2. I have actually made a ton of updates and improvements, including showing uncategorized items, Ability to group by Account, Group, Favorite. Better Insights on the Left Insight Pane and in each section. Ability to automatically see the difference between envelope balances and actual bank accounts. And a fresh look for a fresh year.
Below is a free link for existing Tiller folks. Or heck feel free to drop a donation. It is your call.
I would recommend just taking the full sheet and start from scratch with it, instead of trying to integrate into exiting Tiller sheets.
Good Luck, if you need anything please reach out.
Ultimate Envelopes v22.2 - Updated for 2022 (gumroad.com)
After you order the free sheet, you will get an email sent to you with the Google Sheet Link. It should than prompt you to make a copy of the sheet. All of the permissions happen automatically but it may take a minute or two for this to process.
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Hi Rich,
I downloaded your latest and greatest 22.2 sheet. It is looking good. I have one question. Is it designed for the transaction table to have only one year in it? I’ve attached a screen shot and it looks like the Current Balance is the sum of ALL Income transactions regardless of the month. Am I correct?
Jim
My sheet tracks the balances of money you put in each envelope and if unspent automatically carries over the balance to the next month. The Current Balance is the balance of the envelope, up to and including the month, that is selected on cells B3 and B4 of the envelope sheet. This allows you to see how much assigned money you have left to spend this month
It is possible to use left over income to fund future months of your envelopes. For example you may use Februarys income to fill the grocery envelope for March. When you Select the Total Balance, it shows the full balance assigned, regardless of date. I hope this makes sense.
Her is how the sample data on the sheets shows that. For example, I have $50 left in my clothing budget for February (Current). I have also funded another $50 for March (Total of $100).
Thank you so much for the information. But, am still not getting how this all works together. Do you have any detailed documentation on how to start from scratch? For example, “I have downloaded the template, what do I do next to get my budget going?” I totally understand how to add Tiller to the sheet, already. Maybe you could explain the flow and concepts? If I’m asking too much, that’s OK, I’ll live another day!
Here is a document I wrote a while back that walks you through some of the basics. Some of the sheets have changed a bit ( look and feel) but the basics are the same. I am in the process of updating for 22.2. I just need my actual day job to slow a bit to focus on this.
Thank you! It looks like I’ll need to start fresh with no carry over of transactions. I did that and the numbers are making more sense. My problem is that I also have money in reserve to pay off my credit card. The sheet is telling me I have that exact amount available to budget, but I really don’t. That money has to go to paying the credit card off (I pay in full every month). How do I integrate this credit card payment money into the budget so it will tell me I have no money to budget? In a nutshell, the sheet thinks I have the credit card payment reserve available to budget, when I don’t.
Thanks!
What I would do is create a new category called Balance Adjustment and set it as Type Income. Then create a transaction with a negative amount and set the category to Balance Adjustment. This will take it away from your funding amount and allow you to fund your envelopes.
Here is a screenshot of mine.
From then on when you spend with your card it will come out of your existing envelopes and you will have the money to payoff the card.
Thanks! That worked. Now I can check things out.
Hi,
I was able to add my “Income Expense” Report to your Ultimate 22.2. So I am on my way. One question - I know the easiest way to start this sheet up is to start from scratch from today forward. But, I would really like to add transactions starting from the first of the year. I know this is difficult to do! Can you give me any advice on how to make things balance properly?
Thanks, Jim
PS Depending on if it’s feasible at all to add back-transactions, I would really like to add 2021 into the transactions file. Anyway, I’ve been enjoying your work. Thanks!
It is absolutely doable, especially if you already have the transactions in another vTiller Transactions sheet. Just copy them from the other sheet into the transaction sheet.
After that you can then follow the instructions on pages 12 of the getting started sheet to get your starting balances all set. Here is the setup guide on my Notion Page.
Thanks! I have all of 2021 and 2022 in my budget. Now I’ll work with it.
Jim
Hi Again, I was wondering why the “Account” column in the Accounts sheet was changed to “Accounts 1”. Is that a Tiller change? Not a big deal, but just wondering.
That is because when I do a lookup on my reference sheet it was picking the wrong account column So I had to change one of them. Is it impacting you?