Google Sheets

Year-to-Date Comparison Report

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

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.

Tiller Community Solutions FAQ

Is this template free?

This is a free template created by a member of the Tiller Community. While it’s free for anyone to use, it’s designed for spreadsheets automated by Tiller. Additionally, it’s recommended for use within the Foundation Template.

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What is Tiller?

Tiller is the only automated personal finance service for Google Sheets and Excel. Tiller keeps all your daily spending, income, and account balances updated in your spreadsheets, so you can easily see where you stand at a glance and gain powerful insights about your money. Learn more →

Does this template have any dependencies or special requirements?

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

Have questions about this template?

Visit the Tiller Community with any questions about this template.