And not to be too needy, but if there was an option to switch between Category and Groups, that would be awesome.
I’ll raise you a picky… I wouldn’t mind hiding or somehow removing income from the view
Randy, I just downloaded this again and I am noticing that when my two periods are a negative amount, the net actual is subtracting one month from the other, and not adding it. (I think it’s a – becomes a +, rather than ± the transactions.)
Maybe I’m misunderstanding the scenario, @yossiea, but it looks right to me.
If you look at Misc:
- Last year: -$128.59
- This year: -$10.60
- Net Actual: $117.99
That seems right since you are $117.99 favorable this year versus last, right?
You’re right. I was looking for total actuals (which isn’t really needed in this sheet).
-edit- One question though, I had an expense this month, but not last month. The Net Actual is a positive number reflecting the full expense amount for this month. Is that how it should be?
Hi Randy,
Are you working on an Excel version?
Thanks,
kra808
Hi I just started using the period comparison Template. I love it! My ask might be too difficult but is there a way to Hide certain transactions from the “actual” calculations? I have a Tag called “Remove for Reporting” that I use on my transactions sheet to filter out certain transactions within various categories that I don’t want to be calculated.