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 cur…

Hello, I would have a look at these to see if they help with what you are looking for. [image] Cash Flow forecast by month based on YTD Actuals and remaining monthly budget gSheets Templates Overview I have a highly variable income (and expenses) month to mon…

And this one [image] Budget Review sheet - Summarize expenses, income, and budgets by month or quarter gSheets Templates Overview This sheet provides a summary of past transactions by category by month or quarter, two budget review sections, which compare ac…

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.

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…

There is also this one in Tiller Community Solutions - it is called Comparisons. [image] Docs: Comparisons report gSheets Templates What is the Comparison Report? An easy way to better understand your spending is by comparing it across two time periods. The ti…

i like this @pkrug539 . thanks for sharing.

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

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

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 piv…

Year over year actuals by month and YTD

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PCB January 26, 2026, 3:59am 3

And this one

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Budget-to-Actual Expense on a YTD basis Google Sheets	16	176	May 24, 2026
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Year over year actuals by month and YTD

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