RE: The standard Yearly Budget template is everything I want EXCEPT “January 2026 thru December 2026” should be changed to either January 2026 through last completed month" or “January 2026 to current” - I know that the “Time Frame Budget” does something similar - but I REALLY like the standard Year…

@casilverthorn.96 has something like that I think, would it work?

@lewhitman I’m confused about this. The Yearly Budget is built to show 12 budget months. You can change the rolling 12 month view in the top left. If you’re not seeing Jan 2026 through Dec 2026 the reasons could be that your budget year on the Categories sheet doesn’t start with Jan 2026 in column E…

Mine isn’t based on the yearly budget, but the monthly budget, and I found that it is very intensive on the calculations. I need to work on making it better. Though it mightwork for the view you are looking for. I prefer to see year to date on the available, not annual, so I understand where you are…

In Tiller Community Solutions, there is a sheet called Year to Date. It can be sorted in a variety of ways. It works off of Completed Months or Current Month as of today’s date. I have a personally modified version that includes all of the Current Month because I use future dated transactions and I…

Thanks for your response - I do see Jan 2026 through Dec 2026, but I want to see only through either the current period (Jan 1 to Oct. 14) today OR Jan 1 through Sept 30 (last completed month). I don’t care how I am doing against the overall budget for the year to current actuals. 12 months is not …

Got it @lewhitman - it doesn’t have the budget months, but the Simple P&L template (install from the Tiller Console at https://my.tiller.com ) will give you the view you want of your actuals.

@lewhitman I was inspired by your question and used the new Claude for Sheets add-on from Anthropic to modify the Simple P&L to include budget vs actual. You can see it here in a demo dataset: Testing Claude's Template Modification Skills - Google Sheets Feel free to copy the Simple P&L w Budgets …

wow - this is most excellent - thanks (better than I imagined)

Yearly budget - request simple mod

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lewhitman October 14, 2026, 10:35pm 7

thanks - I downloaded and installed and will try it out!

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Yearly budget - request simple mod

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