Year over year actuals by month and YTD

Conversation Ask Anything
, ,
1

Newish user here looking for an assist. I’ve tried searching the boards and templates and can’t seem to find what I’m looking for. It’s pretty straightforward and likely exists. I just don’t know what search terms to use.

I’d like to see my actual spend from last year vs this year, for both the current month as well as year to date. The goal being that I want to see if I have successfully reduced my spending in certain categories, or alternatively, how much my spend has increased in others.

I’m imagining something similar to the “year to date” template but instead of comparing actual vs budget, it’s comparing this year vs last year.

Does such a thing exist?

1 Like
2

Hello,

I would have a look at these to see if they help with what you are looking for.

1 Like
3

And this one

2 Likes
4

Thanks for this @PCB .

5

Thank you so much for passing these along. I’m excited to dig into them to see if they can do what I am looking for.

6

I built a thing to show my year over year by category and month (and graph it out). It’s not a community template at this point and it’s on my to-do list to see if I can make it ready for that. Let me know if the link doesn’t work or if the sheet doesn’t work. It’s a bit of an ad-hoc solution for my personal sheet, so I really don’t know how well it translates to other people’s stuff. I think it should work as long as you have the Foundation Templates set up correctly.

YOY Analysis Clean - Google Sheets

1 Like
7

There is also this one in Tiller Community Solutions - it is called Comparisons.

1 Like
8

i like this @pkrug539 . thanks for sharing.

1 Like
9

Thank you! This gives me some inspiration on how I might be able to create something similar. Appreciate you passing it along.

1 Like
10

oooh, I think this might be just what I was looking for. Thank you!

2 Likes
11

You could do this with spending categories. Also could do it with a pivot table.

Make a copy of your existing spending categories so you can restore them easily later. Then create new category values using actual spending values for last year. You can calculate prior year spending values with a pivot table on the transactions worksheet.

Then when you look at actual vs budget on various sheets you will be actually be looking at current year actuals vs last year actuals. If desired you can restore your budget category values using the copy you made in the first step.

Another way would be to create a pivot table on the transactions worksheet. In the rows put the category sums and in the columns put the year and month.

1 Like
12

Thank very much for these ideas. I will give them a try!

13

Welcome to the community @kim1arnold . In addition to the Doc Comparison report mentioned by @martha.rudkin here, you might also like the PnL Analyzer created by @KyleT. It would complement the comparison report and help see which month in your comparison, if YTD, that the spending varied too much in the Difference column. Also, Row 3 will let you know how many Uncategorized Transactions you have in the data, further improving your information.

Ron

1 Like