Hello. I am also coming from YNAB, and struggling with the same questions. @goodmanjosephd have you found anything that works for you?
I adored the old desktop version of YNAB, but find the web-based YNAB frustrating. Was hoping Tiller might be like the old YNAB.
Here’s my experience with Tiller so far: I started with the Foundation Template, spent some time building and testing in there. Then realized I should be using the Envelope Budget Add-on, which does not use the Foundation Template. Started over with a new workbook following the Envelope Budget instructions, and spent time carefully pasting in the categories and transaction categorizing I had already done (later on I saw that there’s a migration tool, but it was too late). Couldn’t figure out how to allocate existing assets there. In searching for the solution, came across the Savings Budget, which appears to be a better platform than the Envelope Budget for a new user, since it will be more robustly backed by Tiller. Ooof. Wish I knew about that several hours ago. Went back to my Foundation Template version, and added the Savings Budget. Found a great thread here from Oct 2020 with @randy walking through the creation of the Budget Health section of the Savings Budget, which seems like just the thing to address my questions (both about how to allocate existing balances, and how to ensure that errors get caught/I don’t budget more than I have). I tried so many different ways to get the Budget Health section to zero out. Can not figure out how to do it.
@randy and @heather - I’m super excited to be on Tiller and motivated to make it work for me. I love love love working in spreadsheets and have a lot of energy to put into this type of project. I’ve watched several of your demos and found them super helpful and enjoyable. You guys are great! But… I’ve been at this for hours and feel like I’m going in circles. I’m losing steam! Anything else I can try before I throw in the towel and go back to YNAB? Bah. I hope you can point me in the right direction.
@richl I briefly looked at your sheet, which looks like it might be just what I need! But I’m hesitant to depend on something that isn’t supported by Tiller.
I’m historically a lurker on community boards and have no experience posting myself. Please advise if I’ve committed any faux pas here, or done this incorrectly. Would like to be a good community member! Thanks.