An easy way to better understand your spending is by comparing it across two time periods. The time periods could be a week, month, quarter, or year. When your income or spending changes from one period to the next, you can gain a better understanding of what happened by looking at which categories or groups changed the most and least.
Our financial comparison report is designed to help you gain those insights. The sheet compares your spending or earnings across any two different time periods you select. You can also select whether you want to view the report by categories or groups. The sheet will then pull data from your automated Transactions sheet and provides a quick analysis of the difference in the total amount and percent change
- Install the Tiller Community Solutions add-on
- Open the add-on and choose “Add a Solution”
- Click on Comparisons
- Choose “Add to spreadsheet”
- Start reviewing your spending comparisons
You can customize this financial report by selecting whether you want the comparison organized by group or category and then choose the two periods to compare.
- Choose your comparison type, either categories or groups.
- Choose your 1st Time Period.
- Choose your 2nd Time Period.
- Gain insights.
Time period options include This Month, Last Month, This Week, Last Week, This Year To Date, Last Year To Date, This Quarter, Last Quarter, and Last Year.
Once you’ve customized the report’s settings this sheet shows you how your categories and groups are changing from one time period to the next. Feel free to adjust the time periods as much as you want to get additional insights.
The amount in the Difference column is calculated by subtracting the amount in the 2nd Time Period from that in the 1st Time Period. The % Change column calculates the percent difference from the 1st to the 2nd Time Period.
The Difference column is color-coded to help you visualize the biggest changes.
Expenses will be negative numbers and income will be positive, just like the Amount values in the Transactions sheet.
If a Category is marked as Hide in the Hide From Reports column on your Categories sheet, it won’t appear in this report. It also won’t appear if the total amount in both time periods is zero.
If you want to see the magic of how the sheet works, unhide Columns F through AD. Hover over the header (row 1) in these hidden cells to learn more about what each column is doing.
This sheet requires a Tiller Transactions sheet with Columns labeled Date, Category and Amount. It also requires a Tiller Categories sheet with Category, Group and Hide From Reports columns. The columns can be listed in any order.
Amounts for categories that are marked as “Hide” on the Categories sheet will be calculated into the report if you use a Groups comparison view.
If you mess around with what’s in the hidden columns, and something breaks, copy in a fresh version and start new. We can’t support fixing broken copies of this sheet due to editing the hidden columns so please start with a new copy and have fun!
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