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
This template requires a free trial or active subscription of Tiller to try.
- Launch Tiller Money Feeds
- Under Templates near the bottom, click Browse
- Find the template in the list using search or scroll to find it
- Click the template name in the list to expand its card
- Click Install to add the template to your spreadsheet
- Read more in the Tiller help center
Usage
- Aggregate By: Options are Category or Group.
- Sort By: The report can be sorted by any of the columns.
- 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.
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
Thanks for bringing this sheet to Excel @jpfieber !
Dude, you’re a spreadsheet machine. Great job.
The Edit Links command is unavailable after copying the Year-to-date sheet so could not get it updated with the Tiller workbook.
I deliberately avoided creating any links/connections on this template, so you can skip the required step for changing them (as you’ve found, the ‘Edit Links’ button is greyed out since there’s nothing that can be edited). The formulas should find the data in your template as long as you have relatively normal Transactions and Categories sheets.
I expanded the grouping and changed the budget/categories starting dates and it works.
Thanks.