I see that BUDGETS are only entered in Categories sheet - mine says 2024, and I don’t see option to change YEAR. However, I remember reading here that if you want the same budget for 2025 as 2024, you could just enter it, and I did. So where is my 2025 budget? In the Categores sheet, I only see 2024. - Newbie
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Check out the following help article for the steps:
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Hi @wa9als,
Did you see this thread? 2024 to 2025 TRANSITION - What's Needed It includes several links and tips that will probably be helpful.
~Rebecca
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Hi @wa9als !! Thanks so much for posting your question in the Tiller Community. This is a great question about how annual budgets work in the Foundation Template, and I’m happy to help clear it up.
You are right! The template is designed to automatically use your most recent budget when a new year begins. When 2025 starts, your sheet will look for a column with “2025” as the header in your Categories sheet. If it can’t find one, it will use the latest budget column it can find, which is your 2024 budget. So, you are all set for the new year!
Here’s a little tip for when you are ready to create a distinct budget for 2025:
- Just go to your Categories sheet.
- Insert 12 columns (I do this by highlighting the 12 months of columns and right clicking)
- Double click on the header to select the date as 2025 instead of 2024
- Enter your new budget numbers for the year.
Once that “2025” column exists, the template will automatically start using those figures for your 2025 budgeting reports. It’s a simple way to keep your historical budgets while planning for the new year.
We love seeing questions like this, as it helps everyone in the community learn. Keep them coming, and thank you for being here!
-Alice
Tiller Evangelist
I thought I did tjat, but I’ll try again! Thanks!
Can please expand on your 4th. Bullet point:
- Double click on the header to select the date as 2025 instead of 2024? I’m not having any luck with that.
- Thanks!
Date fields in a Google Sheets can be triggered with a double click to edit the date if it’s formatted as a date.
Note that you won’t see a date picker, if the date is the result of a formula.
And the default foundation template uses formulas for most of the dates in the Category sheet.
The very first January is seeded with a hard-coded date:
But the remaining dates are relative formulas, like
=eomonth(E1,0)+1
And so on, where the relative cell reference increments (E to F, in this case)
=eomonth(F1,0)+1
The idea is that the user can use the grab handle + on the Dec YYYY cell’s lower-right corner to drag right across the 12 new year header cells to auto-populate the new year dates:
One option would be to just type over the formulas with hard-coded dates, using day 1 for each month (1/1/2025, 2/1/2025, 3/1/2025, etc), if the formulas are problematic for you.
If you’re still having trouble, it might help to share some screen captures showing the date row, including the fx formula bar.
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Thank you for this @Mark.S
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