Yearly Category Chart for Google Sheets

yearly cateogry chart spreadsheet

About the Yearly Category Chart for Google Sheets

This sheet shows you a chart of your actual vs budget for a single category over the course of a year.

For non-regular categories which vary from month to month, this sheet gives a quick visual representation of how you’re doing.

Support & Documentation

Notable Replies

  1. Avatar for randy randy says:

    This is simple but sleek, @jono. I’m enjoying it.
    Thanks for sharing!

  2. LOVE this sheet, and so very helpful. It is simple, sleek, clear in its presentation and data. Thanks!

  3. This is FABULOUS!! Thanks so much for sharing it. I love the simplicity of it and that it’s a visualization vs most of my analysis is just numbers, so this is way more “fun” to look at. haha!

  4. Avatar for randy randy says:

    If it were me, I’d do a FILTER() around A42 for categories in the lookup group then reuse most of the formula in B42:M42 to pull actuals for each by month. Total them up and put them on the chart. You could do something similar for the budgets.

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Template 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 →

The Tiller Community Solutions add-on for Google Sheets is an easy way to install dozens of free, prebuilt sheets for tracking your budgets, debt payoff goals, net worth, savings, and more.

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

Visit the Tiller Community with any questions about this template.