Follow these instructions to copy the downloaded template into your Excel workbook and to connect the formula references to your local workbook data.
Aggregate By: Options are Category or Group.
Sort By: The report can be sorted by any of the columns.
Sort Order: The report can be sorted A to Z or Z to A.
The sheet summarizes in your actual Transactions by Category and Group from the Transactions sheet for the year to date period.
The sheet works best if you are using a Categories sheet that includes budgets by month. The Foundation template includes this. If you don’t have a Categories sheet with budgets by month starting in Jan of this year, then you won’t have any YTD Budget data.
If a category or group doesn’t have an actual amount or a budget amount, it won’t appear in the report. Categories that are set to Hide won’t appear either.
I deliberately avoided creating any links/connections on this template, so you can skip the required step for changing them (as you’ve found, the ‘Edit Links’ button is greyed out since there’s nothing that can be edited). The formulas should find the data in your template as long as you have relatively normal Transactions and Categories sheets.
@jpfieber I can’t figure out how to update this for my new 2023 Tiller workbook. The dates are not picking up 2023 and therefore no data. Any suggestions on where it’s broke? Should I download again and add to my new 2023 workbook?
Just installed this add-on. Thank you for building it. On the top right corner, is it possible to add a filter to filter out specific categories. One of my categories is Savings contributions which is not exactly an expense but it is shows up in the ‘Expense Actuals’