I’d like to revive this in hopes of an actual Actuals comparison over months/years.
What did I spend 1st quarter last year compared to 1st quarter this year? All the months last year compared to all the months this year? etc.
Is there a way, for instance, to strip out Budgets from the Yearly Budget Sheet? Or, better yet, have one sheet where I can look at what I spent (by category is fine) compared to what I spent last year/month/quarter. Just the spending, no budget info at all. The Monthly Analysis and Monthly Budget do a bit of it but, of course, I want it all.
Seems like this should be an easy do but, for the life of me, I cannot ‘do’!
Randy, This is very cool. It’s pretty much exactly what I wanted! I deleted the budget and available columns because all I really wanted was to see the actuals and this makes that spot on easy to see them perfectly clearly. Thank you!!
Better and even better! The delta bars are a great addition as is the category sorting that goes with them. I’m actually kind of shocked at how looking at the data this way makes such a difference in how I think about it.
I abandoned the hiding of the columns and, instead just made the data white so it’s out of view but there still. I really do like this tab. A lot. Thank you!!
Would be nice to have this for the Envelope Budgeting but the Period Comparison is not compatible. A workaround I’ve looked at using is the Category Rollup Report. I create a six-month and an annual report, re-naming in between. Then I create an average for each main category in each sheet. It’s a bit cumbersome going back and forth for viewing. I’m considering developing a sheet that will pull in those values for ease in viewing.
While the Envelope Monthly Budget shows “Previous” spending what I’d like to see (instead of what I described above) is an extra column where I could see average spending based on a (drop-down specified) period (Previous Quarter, Six Months, Annual).
How do I obtain or fill in the budget for the previous year? since category sheet provide for current budget only, it means there won’t be comparison budget for the last year? Maybe I’m missing something here. Thanks
I’m not certain I understand your question, @adekunledauda, but I think you are saying that you overwrite the budget categories in your Categories sheet at the start of a new year. Another workflow is to add 12 columns to the right and keep your previous-year budget. (This is what I do.)
Thanks @randy , very helpful. Another suggestion: add options for “Last Year to Date” and “This Year to Date” to the drop downs. I know I can do it by using custom, but having pre-built would be helpful.