Current year vs prior year income/spending report in Excel

Has anyone set up a current vs prior year report in Excel with exported data?  I really think this would be helpful in YNAB itself but they seem to have assumed no one runs reports.  this is a pretty standard one and although I have my basic Excel skills, if someone has done this and can walk me through the steps, I would really appreciate it.  

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  • Sounds like a pivot table to me. I’ve never d’l YNAB data, but I just did a simple test case in Google Sheets and here’s how it could work:

    1.  Import your data
    2. Set a column for “year” that extracts the year portion  of the transaction date
    3. create a pivot table
      1. Rows: category
      2. Columns: year
      3. Values: sum Amount
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      • MXMOM
      • MXMOM
      • 1 mth ago
      • Reported - view

      Tomato Tamale thanks. I’ll try that. 

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