"Year to Date" report missing category which has budget amount later in the year

Google Sheets
1

I’m in the middle of doing my half year budget review and using the Year To Date template to aggregate what I’ve spent so far. I also want to do a bit of projecting what is still coming this year.

I’m an intermediate spreadsheet user (Mac, Google Sheets) who is comfortable with pivot tables so I generally copy the Year to Date dataset to a different worksheet in order to further aggregate the groups/expenses into higher level groups which have targets. (I’m not at the point where I’m hacking around the current templates to make them do the exact thing I want. :slight_smile: )

The issue I’m running into is that the Year to Date report doesn’t include categories which have a budgeted amount for later this year but which have a current actual value of $0. For instance, I pay my auto insurance in a lump sum in August. Nothing has been budgeted in a previous month but will be for next month. Auto Insurance doesn’t show up in the Year to Date report. It’s the same behavior as for categories which have $0 budgeted for the year and $0 actuals for the year. The category isn’t marked as Hide.

I can understand the desire to remove cruft which just fills the report without adding value, for instance, I used category X last year but won’t this year and I don’t want to drag that around for the rest of my life. I’m wondering though it there is a way to ensure that things that are budgeted for this year, just later this year, are included in the report.

Make sense? Thanks!

2

@rsage Are you referring to the Year to Date Comparison Sheet? If so, you might want to repost or change the category to Features - Request since this would require a change to the report.

Alternatively, you could budget the annual sum across the 12 months. This would give you a better budget amount required per month to pay the annual expense.

Clint