Overview
This sheet provides
- a summary of past transactions by category by month or quarter,
- two budget review sections, which compare actuals to budgets, for the year and the month or quarter, and
- a section to review underlying transactions without leaving the sheet.
I’ve long used a pivot table similar to this sheet to review my spending and income and compare it to previous months. This sheet makes it easier to check that I’m within budget and to see the underlying transactions.
Year budget review
Month budget review
Quarter budget review
Transactions list for selected categories and months
Installation
Requirements
Your Tiller spreadsheet must contain these core sheets: Transactions and Categories.
Copy to your Tiller spreadsheet
- Open my shared spreadsheet: SHARED Tiller Foundation Template - Google Sheets
- At the bottom of the window, right-click on the Budget Review tab and select Copy to, then Existing spreadsheet.
- Select your Tiller spreadsheet in the window that appears and click Insert.
- The sheet will appear in your spreadsheet as Copy of Budget Review. You can rename it.
To uninstall
- Right-click on the sheet’s tab at the bottom of the window and select Delete.
Setup
The sheet should automatically populate with your transaction and budget data. It assumes that your fiscal year ends on the last month in your Categories sheet. The end of your fiscal year can be set manually in the hidden columns past the right side of the sheet.
Usage
Click on the plus buttons 
above the line of column letters to expand the different sections.
Select month(s) to review in the Month section by checking the boxes above the months. Select month(s) plus a category or categories to review in the Transactions List section by checking the boxes to the left of the categories.
Permissions
Free for personal use. If you share this sheet, here or elsewhere, modified or not, please link back to this post.
Changelog
0.94 (2025-02-28)
- Stops uncategorized transactions from appearing in the Transactions List when no category is selected.
0.93 (2025-02-27)
- Adds option to display data by quarter.
- Uses the last month on the Categories sheet as the end of the fiscal year; provide manual override.
0.9 (2025-02-09)
- Initial release