Year over Year Comparisons

Overview

I saw this ask in the Tiller Community- Add Sheet to Compare Same Month Prior Year and thought this would be helpful, so here it is.

You can download from here-

The template compares Income, Expense, and Transfer (you can choose to hide) categories of a time period you choose to the same time period in any previous year.

Example of Year to Date…

Example of a previous quarter…

You can also choose a Custom Range…

The Time Period drop down can be Quarters or Months- you choose…

Quarters…

Months…

Installation

Just copy the template sheet into you workbook.

Setup

Choose the Time Period and the Comparison Year at the top…

You have some options in the hidden columns to the right…

You can also exclude up to 5 Groups and 5 Categories…

Permissions

It is ok for others to copy, use, and modify your workflow.

Notes

Let me know if you notice any bugs or have suggestions for improvement.