I haven’t run into this before, but I have one lone category in Savings Budget that isn’t appropriately grabbing categorizing transactions for the month. To make it weirder, it is clearly finding and calculating them in the helper columns. The actuals there are correct. But the actual for the category on the display bit (which is also what I use to ad-hoc calculate some modifications I made to the sheet) just show as nothing actual spent (meaning my digital envelope thinks there’s money available in it when there isn’t).
As best as I can tell, I don’t think any other category seems to have this problem. Other sheets are pulling actuals for the month correctly. Like I said, even the helper data seems to be pulling the actuals for the month correctly and correctly calculating the available. It’s just this one lone category apparently not correctly talking to the helper column data for some reason.
Anyone got any ideas? I can provide some screenshots if need be.
In addition to what Mark said, you mention that you use the actual in the display part for some calculations, have you changed a formula within that category that might be causing the issue?
It’s the weirdest thing. I haven’t modified the Savings Budget array formula at all. The categories do match: Spiritual Direction. And again, the helper data column has the right actuals, just for some odd reason the array formula isn’t picking it up, and in doing a comparison of the helper data columns on period actuals to what’s coming up in the array formula it is the only category that’s failing.
I haven’t changed any formulas for the category, or messed with the array formula or helper data formulas. I’ve been using the same fomula to check for any envelope overspending, but it’s a nondestructive read-only kind of formula in a side helper column that helps me calculate just how much of our accounts is already allocated to envelopes so we don’t spend money that’s already reserved for something. Since my wife spent money going to a conference (which we budgeted for), it’s counting against our available funds as the transaction has posted, and I’ve categorized it so it should be against the actuals, but it’s not showing up there for some reason, so my topline formula still thinks $690 is allocated and reserved.
After I started checking the rest of that row, it was every formula in that row that wasn’t part of an array formula spill range. I don’t recall adding a row or anything, but I must have by accident or something.
If this has you feeling uneasy about the integrity of your template, you also have the option to restore just the Savings Budget template from the same place where you installed it. Of course you would lose any customizations you made to that sheet.
I would probably name the current version in your version history and make a file copy beforehand as a best practice and for reference.
Honestly, I’ve been thinking about trying to rebuild it from scratch using Savings Budget as a template. The modifications I made are ad-hoc and squished into extra spaces, and I’m sure I am probably not entirely using it the way it was intended.
