heather
November 30, 2022, 4:48pm
2
Hi @Caroleen there are a few options that come to mind:
Overview
The Yearly Insights sheet allows you to get a summary of the previous year’s or current year to date earnings, spending, and some other useful information about where you spent money and how much you spent in each category.
[yearly-insights]
How to Install the Yearly Insights Sheet
Open your Tiller-powered Google Sheet
Install or launch the Tiller Community Solutions add-on
Open the add-on and choose "Analysis” from the tags dropdown on the Explore tab
Click on “Yearly Insights…
About
This Year to Date Comparison sheet provides budget versus actual analysis for the year to date period. The sheet is very simple and easy to use. It works for the current year.
[image]
How to install
Open your Tiller-powered Google Sheet
Install or launch the 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”
How it works
Aggregate By: Options are Category or Group.
…
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.