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.

How to install this template

Start your free Tiller trial, set up your Foundation Template, then install this template with the free Tiller Community Solutions add-on for Google Sheets.

Tiller Community Solutions FAQ

Start Your Free Trial

Try Tiller free and track all your accounts in one place, always know where your money goes, and confidently plan your financial future.