Is there any preexisting and automated way to pull annual expense data, aggregate it and compare it year on year? I built a rudimentary spreadsheet but it doesn’t automatically populate and I need to hard code the older years. :

Thanks so much. Thats a great tool but I don’t need to see individual transactions and want to compare all categories simultaneously, eg Discretion Expenses and Dining, Groceries, Clothes etc all in one sheet.

OK, there is a solution tool called Period Comparison. Docs: Tiller Community Solutions Add-on - Google Sheets / Show & Tell - Tiller Community (tillerhq.com) you can try. You can add it by the Solutions menu.

This is it! Thank you so much. Works great!

Does the Period Comparison template help in this context, @jim.pickell ?

It’s perfect! Well would like more than 2 but pretty awesome! Where can I post a thumbs up!? Thank you

You can see that the dates are specified in AH11:AI16… so you can add ranges or break out of the prepopulating ranges by changing what is there. You should also be able to pull more ranges by copying & inserting new blocks from the N:S range and linking to the new date ranges— the power of spreadsh…

Thanks Randy. Loving this (and I personally find it much more useful when you have years of data to play with).

I’m in middle of adding a third period, I have everything but the “Net Values.” I’ll see if I can get to it this weekend and push it to my shared sheet.

Here’s the link for my modified version of the Period Comparison report. I think I got all the formulas, but let me know if something is missing. Shared Tiller Sheets modified Recurring Expenses Recurring Expenses By @adambecker Learn & Discuss Score,Query Transactions by Description…

Annual aggregation of expenses and YoY Comparison

Conversation Ask Anything

yossiea September 21, 2022, 5:35pm 2

@jpfieber has a Transaction Comparison that might work, or at least give you a great starting point.

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Annual aggregation of expenses and YoY Comparison

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