I have researched multiple templates, both Tiller and Community sheets. My objective is an “at a glance” review of Budget-to-Actual Expenses on a YTD basis. The Period Comparison sheet does this, but it does not sum the YTD categories. The Simple P & L shows YTD expenses (and cash flow) but not YTD budget. Perhaps I am missing a spreadsheet and/or a step within one of these sheets.
What I ideally would like is to modify the Yearly Budget sheet, something like this:
I have looked for one as well that doesn’t quite fit into what is available. I am actually working on a solution for myself that does something like what you need. It isn’t pretty yet, and its not quite finished. But it is Actual YTD, Budget to date, remaining budget to date, annual budget, annual remaining. I can share the work in progress with you if that sounds like what you are looking for.
Hello @casilverthorn.96 !
What’s the goal? How can you do to date if you only budget monthly in the categories sheet? Or does your solution enable daily or weekly budgeting?
Yes, thank you for your update. I would be interested to see your progress. What I did in the sample was to create a simple formula that summed the cells in question for each column (e.g., Budget, Actual) in the far right-hand columns. The downside is that I have to go in and add the latest month to the formula. I am sure there is a script that would solve that issue, but I’m not that good.
I have a formula that grabs =today and it uses that to figure actuals to date; my goal is to have that be able to put any date, but I haven’t made it that far yet. So I budget monthly, but it shows me actual expenses for year to date. I don’t mess with the budget part of it, that just comes from my budget. So budget to date is budget for Jan-May, but expenses is Jan 1 through today. I am sure as I get a handle on it better, the budget could include weekly, but it is not something I need. I have a regular income that drives my budget.
I will work on cleaning up what I have to share, but it is rough. I will try to get that this weekend.
Something like this?
It sums actuals and budget for any period you want.
You can find it here…
Thanks.
The Year-to-Date template works for me - Docs: Year-to-Date Comparison Sheet
