Year-To-Date Comparison Template Question

I’m trying to understand how this template works when you choose the YTD period choice of “Through Present Month”. It pulls in YTD budget through the present month, but it appears to only pull in actuals through the current date. I frequently enter manual transactions in my checking account that are dated in the future to track my checking account balance into the future. The template appears to only pull actual transactions through today’s date. Is there a way to pull all actual transactions through the present month, even ones dated in the future, so I get a good comparison of actuals to budgeted numbers through the present month?

This category is for how to, recommended workflows, advice, and troubleshooting a Google Sheets template or solution other than the Foundation Template.

If you need help with a bank connection, missing transactions, using the Tiller Money Feeds add-on, or questions about the Foundation Template please reach out to our support team via the chat tool on the Console at https://sheets.tillerhq.com/auth/login

Did you already search the community for your question? Help us keep duplicate threads about the same question/content under control by searching before you post :slight_smile:

Click the :mag: in the upper right of this page to search.

For core product support, you can also search the Tiller Help Center at https://help.tillerhq.com, where we have hundreds of resources. What kind of customer support does Tiller offer? | Tiller Help Center

If you searched, without success, feel free to clear this content away and post your new topic.

@cdodsonva
I also use a lot of future dated manual transactions for the same reason.

I modified cell O5 to be:

=if(J15<year(today()), TEXT(eomonth(I17,0),“yyyy-mm-dd”), if($B$5=$N$20,TEXT(eomonth(TODAY(),0),“yyyy-mm-dd”),TEXT(EOMONTH(TODAY(),-1),“yyyy-mm-dd”)))

It was several years ago that I did this, and I think this was the only thing I changed. If that doesn’t work for you, let me know and I will continue trying to remember what else I did.

That didn’t work - got an error message:

Here’s a link to a copy of my Year to Date. I add “My” to sheets that I have made modifications to so I don’t accidentally overwrite them.

https://docs.google.com/spreadsheets/d/1AWx-N1zbR6dZhjv0dcqxSGHeuvP5qYZCPv23FG7pxU4/edit?usp=sharing

Thanks so much. I copied your formulas in O2 and O5 and that did the trick!