Yearly Category Chart

What is the goal of your workflow? What problem does it solve, or how does it help you?
This sheet shows you a chart of your actual vs budget for a single category over the course of a year. For non-regular categories which vary from month to month, this sheet gives a quick visual representation of how I’m doing.

The bars show the actual (black) and budget (blue) amounts for each month.

The lines show the running totals for the actuals (up to the current month) and budget (for the whole year.)

How did you come up with the idea for your workflow?
I wanted to see how I was doing in a single category compared to by budget over the course of a year. The existing Yearly Budget sheet addresses this question but I wanted a less complex solution using a yearly chart.

Please describe your workflow. What are the sheets? Does it use any custom scripts or formulas?
This sheet requires a Tiller Transaction sheet and Tiller Categories sheet with monthly budgets.

You can get a copy of the sheet here:

Click on the “Use Template” blue button on the top right to download your own copy.

Open your copy and click on the triangle by the sheet name to get the pop-up. From there, select “Copy to” “Existing spreadsheet” and copy the URL of your Tiller spreadsheet in to the box under “Or paste a web address here:”

The copied sheet will be named “Copy of Yearly Chart”, but you can rename it just “Yearly Chart”.

There are only 3 settings to adjust:

  1. The category you want to view
  2. The starting month (usually 1 of January, but it can be adjusted)
  3. The starting year (usually this year, but it can be adjusted. If you pick a different year, you will need monthly budgets for that year on the Categories sheet.)

Anything else you’d like people to know?
Don’t add or delete any rows or columns.

The chart can likely be adjusted to view Groups instead of Categories. If someone is interested, give it a try.

Is it ok for others to copy, use, and modify your workflow?
Yes, that’s why I’m posting it here. You don’t need to ask for permission to get this sheet. Use the link above and the Use template button.

Please share your feedback below.

Jon

This is simple but sleek, @jono. I’m enjoying it.
Thanks for sharing!

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This is very cool. Thank you!

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LOVE this sheet, and so very helpful. It is simple, sleek, clear in its presentation and data. Thanks!

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This is FABULOUS!! Thanks so much for sharing it. I love the simplicity of it and that it’s a visualization vs most of my analysis is just numbers, so this is way more “fun” to look at. haha!

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