I am having trouble with the spreadsheet for my monthly budget. The categories for “planned cash flow,” “spending budget,” and “income budget remain empty, even though on the Categories page everything is completely filled in. No idea how to remedy this problem. I have attached screenshots for the two sheets. Thanks for your help.
Your screenshots show Categories for 2025. Do you have 2026 columns in that sheet?
I think that is probably my problem. The Categories sheet is only filled in for 2025. How do I arrive at a layout with budget amounts for 2026?
You have a couple of choices….
- You may add 12 columns to the right of Dec 2025. You can copy all the 2025 numbers and paste them in the 2026 columns or you can fill the 2026 values in new.
- If you started a brand new sheet for 2026 (meaning your 2025 data is in another sheet), you can simply rename the existing 2025 columns to be 2026.
I use the first option myself - I have historical categories going back a few years.
There are a couple of webinars that talk about preparing your sheet for a new year that will cover some of this in more detail. You can search for them in the upper right corner.
Let me know if you have more questions.
Check out the following help article for the steps:
1 Like
Thank you. Problem fully resolved!
1 Like
Thank you, Mark. The problem is fully resolved.