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Year-to-Date Comparison Template for Microsoft Excel

The Year-to-Date Comparison Sheet for Microsoft Excel 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.

About the Year-to-Date Template for Microsoft Excel

The Year-to-Date Comparison Sheet for Microsoft Excel 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.

Installation

  1. Download the Shared_Year-to-Date Workbook
  2. Follow these instructions to copy the downloaded template into your Excel workbook and to connect the formula references to your local workbook data.

Usage

  1. Aggregate By: Options are Category or Group.
  2. Sort By: The report can be sorted by any of the columns.
  3. Sort Order: The report can be sorted A to Z or Z to A.

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

Notes

If you find any issues, let me know!

Support & Documentation

  • View documentation for the Year-to-Date Comparison Template for Microsoft Excel here the Tiller Community
  • All Tiller Community Solutions are exclusively supported in the Tiller Community

FAQ

This is a free template built 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.

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 →

Follow the instructions above to download and install this Excel workbook or workflow.

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

Visit the Tiller Community with any questions about this template.

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