Budget Spreadsheet with Breakdown by Month/Category

yomandenver

New Member
Joined
Oct 6, 2014
Messages
2
I'm creating a budget spreadsheet that I want to show a breakdown by month and category what was spent on what per month.

The formula I'm trying to use (which is probably wrong), goes something like this:
Code:
=IF(Expenses!D4:D50=MEDIAN(Data!B2,Data!C2)AND(Expenses!E4:E50="Utilities")),VLOOKUP(Expenses!C4:C50))

Expenses!D4:D50 is the date of transaction
Data!B2 is the first day of the month
Data!C2 is the last day of the month
Expenses!E4 is the category (Mortgage/Rent, Groceries, Utilities, etc.)
Expenses!C4 is the amount

Is there a better way to do this?
 

Excel Facts

How to fill five years of quarters?
Type 1Q-2023 in a cell. Grab the fill handle and drag down or right. After 4Q-2023, Excel will jump to 1Q-2024. Dash can be any character.

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