Rollover Adjustment Warning Wrongly Displayed on Envelope Budget Dashboard

Spreadsheets Google Sheets
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Ok, @aronos… I just took a really crude swing at this.
Welcome to the bleeding edge!

I mocked up a spreadsheet that can help you manually move your Budgets History to the format used in the new Savings Budget (Prototype).

The quick and dirty instructions follow…

  1. Make a copy of the helper spreadsheet.
  2. Delete the sample Budgets History sheet from the copied spreadsheet.
  3. Copy your Budgets History sheet from your envelope budget into the copied spreadsheet.
  4. Delete the sample Categories sheet from the copied spreadsheet.
  5. Copy your Categories sheet from your envelope budget into the copied spreadsheet.
  6. Go to the Categories Migrator sheet.
  7. Update ranges in cell F1 to your monthly Budgets start periods in Budgets History - usually “M01/Budget”. Most likely it is just the end row that will change (e.g. C12 to C25).
  8. Update ranges in cell F2 to capture all of your budget values in Budgets History - usually “M01/Budget”. Most likely it is just the end row that will change (e.g. 12 to 25).
  9. At this point, hopefully, you have a complete Categories sheet populated from your Budgets History sheet.
  10. Run the script from the menu. You will need to authorize the script.

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  1. At this point, hopefully, you have a complete Budget Journal Migrator sheet populated from your Budgets History sheet.
  2. Copy the values in Categories Migrator into your new Savings Budget spreadsheet. Paste as values into the Categories sheet.
  3. Copy the values in Budget Journal Migrator into your new Savings Budget spreadsheet. Paste as values into the Budget Journal sheet.

Notes about this workflow

  • History from budget changes is not migrated because it was never tracked in the Tiller Envelope Budget.
  • The impact of Rollover-To’s is ignored in this simple migrator.
  • The script is expecting to migrate rollover mods from a budget called M01. You will need to change the script (second line) if you want to move over a different monthly budget.

Really curious to hear if this workflow is helpful.