I think the hardest problem here, @bbruck, is how to handle the current month. Do you use last year’s actuals? This year’s budget? Some prorated version of current actuals to today and last year’s actuals for the balance of the month? I’m curious how you’d implement this part of the report.
If you can figure out this riddle, I pulled the relevant data together for you in this starter project. The spreadsheet is just a stripped down version of the the Budget Builder template.
To get the data you want, just add formulas into G:R that blends the current year actuals in T:AE with the prior year actuals AG:AR.
Good luck!