I have installed the Retirement Planner template on Google Sheets, and it works great except that the forecast table starts with 2023 rather than 2026. It shows my current age based on the birthdate I entered, but that age is only correct if the first row is 2026. How can I get the forecast table to align properly with the actual years?
Welcome to the Tiller Community! Strange. I just installed it on my template and everything looks normal. I donāt see anything called āForecast Tableā, which cells are we talking about, E25 and down? Looking at the helper data it gets that year from todayās date, so not sure how it could be 2023 since it gets the date from the Google servers. Can you share a screenshot?
When āRetirement Plannerā was installed, it also installed āCash Flow Forecastā as a dependency. It looks like it could be getting that date from the Cash Flow template. I think Cash Flow is getting the date from your Categories sheet, cell E2. Change that to 1/1/26 and I think it will adjust the year in Cash Flow Forecast, and then Retirement Planner.
I think I found an issue that isnāt really taken into account and handled properly. Do you have more than one year in your current tiller sheet? Mine has 2 years, and so the start year on mine was 2025; I found a cell in the hidden data on the cash flow forecast sheet that can be changed to fix it temporarily at least; not sure of the proper fix to make it work for anyone without making that change. Anyhow if you are comfortable, unhide the columns to the right on the cash flow forecast sheet. Change AF5 to Jan 1, 2026. When I did that, it corrected my retirement planner sheet.
Hey @jono, can you look at the retirement planner and see if you can figure out the fix for the issue in this post? Retirement Planner on Google Sheets - Start Year is Wrong
Edit: the OP changed the category transaction dates, but I realize that before I looked. Maybe more on point would be to point out how to update the date when multiple years are kept in the spreadsheet because something didnāt work right for me; after I found where I could change the date, it worked, but that might not be where/how I was supposed to do it.
Thank you - your suggestion worked for me. I changed the date in cell E1 on the Categories sheet to 1/1/2026, and now the years on the Retirement Planner sheet starting at E25 correctly begin in 2026.
Thanks again for your help!
Mark
Thanks for your response. Joseph Fieberās solution worked for me - updating the date in E1 on the āCategoriesā worksheet did the trick.
Mark
I didnāt even put 2 and 2 together on that. E1 on my categories is not a date, and since I have multiple years in my spreadsheet, changing it in the categories wouldnāt fix it for me. Glad it is working for you.
@casilverthorn.96 ,
Did you get this resolved? I canāt tell. As I think you figured out, the start year on the Retirement sheet is dependent on the year in the Cash Flow Forecast.
I have mine figured out, but tracing the issue was not easy, so I thought maybe if you could point out how to update it (as it was in a hidden section - typically a hands off area). Unless there is a proper way to do it that I didnāt discover.
Iām glad you were able to figure it out.
If you are using both the Cash Flow sheet and the Retirement Planner, and your Categories sheet has the current year budget columns, it should just work. If you are not doing that, then I agree it can be tricky and does require looking at the hidden section.
In general, there is no problem to just LOOK in the hidden part of a sheet to try to figure out what is happening. The problem is that CHANGES to the hidden part can potentially cause problems.