I just installed the Savings Budget and am getting a #REF! error. I’m new to Tiller. I am using the Google Spreadsheet. I was getting the #REF! error and decided to start over. I created a new Tiller based spreadsheet, which adding my existing accounts. I then installed the savings budget. I updated a few categories with Savings set in the Track column. I then added a few auto-cat rules to categorize my income and then ran the auto cat. The error shows up as soon as I enter a budget amount (in either the income space or expense space). What am I doing wrong?
Well, I just discovered if I enter the budget in the category tab and not the savings budget tab, then the error goes away. This seems like a bug.
@dewplus2.pg Welcome to Tiller. It sounds like you may have not gone through the initial startup steps to setup your Tiller template. Those onboarding steps show up in the Spending Trends tab. The Savings Budget is not designed to work stand alone. It integrates with the main Tiller template. Once you go through the startup tasks to setup your Tiller template you can then add-in other templates or community solutions. The Category tab is key to your budget. So, I think that is why you experienced the issue and why the Savings budget worked after you entered your entries into the Category tab.
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Can you share a screenshot of the Saving Budget sheet where you are entering the value that causes the error?
PS: I get a quarterly income and thus need to roll it over from month to month (why I really like the Savings Budget!). Please don’t think that we earn $32K per month!
You can only edit cells with light green backfill.
Thank you. Yes, trial and error has taught me that on the Savings Budget sheet. Is this true in general?
FWIW: For the Savings Budget, and the budget column, My belief is that either I shouldn’t be able to edit those cells OR an edit should be smart enough to take that number, put it into the category sheet, and then refresh back into the savings budget.
NOTE: The budget column is particularly tempting to edit as all the data one needs to adjust the budget amount is right there. Now I need to have two instances of the google sheet side by side. One instance is open to the savings budget, and the other is open to the categories budget. Again, FWIW, I view this as a workaround to a bug.
yes, light green backfill is the convention for user editable cells in all Tiller sheets.
It’s not a bug, it’s by design. The single source for budgets is the Categories sheet.
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Everything @Mark.S says is right.
The only thing I’d add is that there is an ARRAYFORMULA in the header that is filling the values in the Budget column. When you put a value in the middle of those rendered values, that is what the #REF error is telling you.
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Also to add to this, you can edit the budget (and savings amount if applicable), just not on the budget cell it self. If you enter the amount to change your budget by - example your budget is 100 and it needs to be 150, enter 50 - in the green column to the right and change the adjust +/- modifies to budget, then from the extensions > tiller community solutions > update savings budget, it will update your budget amount for that category and copy it over to your category sheet from the month you are adjusting forward.
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Oh, very cool! Good to know. Thanks.
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Hello!
If you haven’t looked at the video, sometimes seeing it in action helps with the learning curve.
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Where do I find the video?
Thanks
Thanks for your help.
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