Skip to main content
All CollectionsTemplates
How do I see a YoY comparison for a particular month in my balance sheet and P&L?
How do I see a YoY comparison for a particular month in my balance sheet and P&L?

Use the Comparative Monthly and Year To Date - Profit and Loss & Balance Sheet LiveFlow Template

Alex Finn avatar
Written by Alex Finn
Updated over a year ago

To see a YoY comparison for a particular month in your balance sheet and P&L, use the Comparative Monthly and Year To Date - Profit and Loss & Balance Sheet LiveFlow Template

  1. To replace the data in the template with your own data, follow the instructions in this guide

  2. In the P&L by YTD tab, select the month in cell B13 for which you want to see the YoY comparison for i.e select May 2023 to see a side-by-side comparison of the data from May 2022.

  1. In the Balance Sheet by YTD tab, select the month in cell B3 for which you want to see the YoY comparison for. The previous year's data will appear in the cell adjacent to each account for the month you select

Did this answer your question?