Tiller Labs has refreshed our original Year-To-Date Comparision sheet and its ready for use. The new and improved 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.
Get the sheet using the Tiller Labs add-on and
View Solutions then
Add a Solution and look for
Year to Date.
After copying the sheet into your Tiller spreadsheet, you can make 3 selections using the dropdown cells:
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.