Hi @randy , I just tried Rename Category and it worked as advertised. Very helpful, thank you! However, I am using the Envelope Budgeting add-on, and the workflow does not include renaming the category in the Budgets History sheet, so the prior name showed up as Obsoleted and the budget amounts were…

Hey @ossher ! Glad to hear the Rename Category workflow worked for you. That’s a new-ish one and it isn’t well known. I’m afraid we stopped maintaining the Envelope Budgeting add-on some time ago. We’re hoping rollover budgeters will move over to the newer Savings Budget template which is compatibl…

Thanks, @randy . I hadn’t realized that Envelope Budgeting is no longer current, I’m not great at keeping up with announcements! I’ll take a look at the Savings Budget template…

Sorry about the change. We were never happy with the script dependence and performance of the original Envelope Budget. Changing periods on the template was slow and the onEdit() scripts that pulled in budget changes are crippling for the entire spreadsheet’s performance. About a year ago, I create…

No need to apologize, it’s always good to see software improving. I found the performance issues frustrating too, and the use of scripts made it harder for me to tailor and adapt (which I always love to do). So I absolutely understand your motivation. I’m looking forward to exploring your new soluti…

I like your attitude, @ossher . You’ll find reference to some rudimentary migration workflows in the Savings Budget documentation. They are crude and somewhat manual but can definitely help if you don’t want to start fresh. Good luck.

Thanks, @randy ! And good to hear there’s some migration help, I’ll look out for it - thanks for that too.

Excellent, @randy , thanks for responding so promptly!

Rename Category Workflow for Envelope Budget?

Spreadsheets Google Sheets

Topic		Replies	Views
Change Name of Category Google Sheets	4	1071	June 2, 2021
Simple Way to Rename Categories? Google Sheets google-sheets , how-to	8	2602	October 11, 2020
Monthly Budget Dashboard Issues (Envelope System) Google Sheets envelope-budget , troubleshooting , tcs-envelope	3	1160	February 20, 2021
Tiller Money Labs Roundup 10/16/20 - Rename Category + Menu Shortcuts News from Tiller tcs-roundup	3	1547	February 8, 2026
Rollover Adjustment Warning Wrongly Displayed on Envelope Budget Dashboard Google Sheets envelope-budget , google-sheets , troubleshooting , tcs-savings-budget	36	3044	October 24, 2020

Rename Category Workflow for Envelope Budget?

Related topics