Where to change YEAR in Categories Sheet - google sheets

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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.

next year in google sheets
next year in google sheets2310×1098 333 KB

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

Bluesky, Instagram, Facebook, LinkedIn

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I thought I did tjat, but I’ll try again! Thanks!