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:
- Import your data
- Set a column for “year” that extracts the year portion of the transaction date
- create a pivot table
- Rows: category
- Columns: year
- Values: sum Amount
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Tomato Tamale thanks. I’ll try that.
