Year over year templates

Are there existing templates or workflows to harvest high level annual data and compile it into a multi-year summary? Something like the Live Profit & Loss sheet but where every column represents a year, and the groups but not the categories are show for simplicity?


Hi @Caroleen there are a few options that come to mind:

I think those are all at the category level.

Another option would be to create a pivot table. If you add both the Group and Year columns to your Transactions sheet you could use Group instead of Category and then Year instead of Month.

Just gonna chime in here and agree :slight_smile: the suggestions were great, but don’t necessarily get to the nugget of what’s desired.

Maybe a little closer, e.g.: