Year-to-Date Comparison Report for Google Sheets

The Year to Date Comparison Spreadsheet provides an analysis of your planned budget versus actuals for the year-to-date period.
year to date comparison for google sheets

About the Year-to-Date Comparison Report Spreadsheet

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.

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 Category sheet that includes budgets by month. The Foundation template includes this. If you don’t have a Category 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.

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This template is designed for spreadsheets powered by Tiller, the only personal finance service based on Google Sheets and Microsoft Excel.

The best way to use this template is by trying Tiller free for a month. Your card isn't charged until the end of your trial, and you can easily cancel anytime. Any data and templates you download during your trial are yours to keep.

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FAQ

Unless otherwise noted above, this is a free template built by a member of the Tiller Community. Some community templates may only be accessible via the Tiller Money Feeds add-on, which requires a Tiller free trial or subscription to use. Additionally, it’s recommended for use within the Foundation Template.

Tiller is the only automated personal finance service for Google Sheets and Microsoft Excel. Tiller automatically imports your daily spending, income, and balances in your spreadsheets, so you can see all your finances in one place and manage your money, your way. Learn more →

Unless otherwise noted above, this free template is installed with the Tiller Community Solutions add-on for Google Sheets. It's an easy way to browse and install dozens of free, prebuilt sheets for tracking budgets, debt payoff goals, net worth, savings, and more, all from the Google Sheets sidebar. Some community templates can be installed using Tiller Money Feeds. See Installation details above.

This template for Excel works best when installed in Tiller’s Foundation Template.

Review the Support and Documentation section in the template details above to learn how to get support for this template in the Tiller Community.

Notable Replies

  1. Avatar for randy randy says:

    Looks cool, @jono. Can’t wait to give this a try.

  2. I think your engineers should be conscious that Tiller is used in other countries apart from the US. The date should be easily customised. It is not all countries or individuals that want to use January to December?? In AU, yearly income, payment & Expenses are captures based on financial year July-June. This spreadsheet should be updated to accommodate customised date.

  3. :wave:, @adekunledauda!

    Thanks for your suggestion. We are only officially registered in the U.S. and while our data provider does support institutions from around the world, making it possible to use Tiller if you live outside the U.S. (except with EU banks), we’re focused on U.S. date formats, USD, and other U.S. specific conventions. We hope to provide better support for non-US customers in the future. Templates like this one (and all others aside from the Foundation Template) are experimental examples of what’s possible with Tiller’s bank data feeds and not a part of our core product offering at this time.

    All that being said, this sheet is specifically built to be installed on top of the Foundation Template, which does allow you customize the fiscal year.

    Check out the heading “Adjusting the start month of the budget” in this help article:

    Heather

  4. Avatar for jono jono says:

    Hi @adekunledauda,
    If you want to adjust the YTD Comparison sheet to use any time frame you want, you could make these changes.

    • Unhide Columns H, I, J and K
    • In cell I15, manually enter the start date you want. It should always be the first of the month. For example, 7/1/2019.
    • In cell I16, manually enter the end date you want… OR just keep it as is to use the end date of today.
    • Make sure you have a budget column in the Categories sheet for the starting month and then the next 12 months. If starting in July 2019, make sure there is a July 2019 column.
    • J15 and J16 should correctly identify the column number for the first and current months and K15 and K16 should contact the column letters. If they don’t, you can manually override the automatic results.
    • Re-hide Columns H,I,J and K.

    Then the sheet should work for the time period you enter.

  5. Hi,

    I did that and the budget was ok but the actual was the problem. The actual still show transactions from 01/01/2019

    Any way to correct it?

    Thanks

Continue the discussion at community.tillerhq.com

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