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?
3 Likes
heather
November 30, 2022, 4:48pm
2
Hi @Caroleen there are a few options that come to mind:
[yearly-insights]
Tiller Community Solutions add-on
Open the add-on and choose "Analysis” from the tags dropdown on the Explore tab
Click on “Yearly Insights…
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Tiller Community Solutions add-on
Open the add-on and choose "Analysis” from the tags dropdown on the Explore tab
Click on Year to Date
Choose “Add to spreadsheet”
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…
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.
krwrks
December 1, 2022, 3:15pm
3
Just gonna chime in here and agree
Maybe a little closer, e.g.:
the suggestions were great, but don’t necessarily get to the nugget of what’s desired.
