This Year to Date Comparison sheet provides budget versus actual analysis for the year to date period. The sheet is very simple and easy to use. It works for the current year.
How to install
- Install the Tiller Labs add-on
- Open the add-on and choose “Add a Solution”
- Click on Year to Date
- Choose “Add to spreadsheet”
How it works
Aggregate By: Options are Category or Group.
Sort By: The report can be sorted by any of the columns.
Sort Order: The report can be sorted A to Z or Z to A.
The sheet summarizes in your actual Transactions by Category and Group from the Transactions sheet for the year to date period.
The sheet works best if you are using a Categories sheet that includes budgets by month. The Foundation template includes this. If you don’t have a Categories sheet with budgets by month starting in Jan of this year, then you won’t have any YTD Budget data.
If a category or group doesn’t have an actual amount or a budget amount, it won’t appear in the report. Categories that are set to Hide won’t appear either.
If you have a question or need help first search the community to see if someone has already asked and if not click here to quickly post a question about this template in the Get Help > Spreadsheet templates category.
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