NEW report needed budget to actual report by quarter or running YTD

Ask Anything
1

hi all

new to Tiller but very happy so far.

I am running my home like a small business
so i would like to run a report similar to the Monthly Budget report BUT

where i can see Year to Date budget to actual so I can see January through March 2024 for example.

looked in prior conversations and did not see this addressed yet.

thanks in advance for your help

Read

2

Welcome, I’m making the following recommendations based on the assumption that you are using google sheets. If not these may be different.

A template that comes to mind is the Docs: Year-to-Date Comparison Sheet

There is also the Period Comparison Template the documentation on that one is a bit wierd but its available in the tiller community solutions add-on.

3

thanks - i will down load and check these out and report my results. first glance it looks promising. i am using Google Sheets

1 Like
4

I’d like the same report. Like the “Yearly Budget” but quarterly. Spending trends doesn’t really do it since it’s not in the same order as the live P&L.