# Budgeting

#### thepartydj

##### Board Regular
I am making a simple budget spreadsheet. I copied all my banking transactions to excel and have all the transactions dollar amounts in column D and in column E I put them in the categories. For example.

I would like a formula that will add up all the categories in the sheet. What is an easy way to do this?

 -42.72 groceries -34.55 groceries -23.66 groceries -159.74 miss -178.91 utlities -20.72 miss -38.32 miss -1,203.12 mortgage -167.38 restaurant -78.41 restaurant

### Excel Facts

Whats the difference between CONCAT and CONCATENATE?
The newer CONCAT function can reference a range of cells. =CONCATENATE(A1,A2,A3,A4,A5) becomes =CONCAT(A1:A5)

#### etaf

##### Well-known Member
put you categories into another list - then use a SUMIF()
Or a Pivot Table

cat-etaf.xlsx
ABCDEFGHIJK
1AmountCat
2-42.72groceriesCatergoryTotalRow LabelsSum of Amount
3-34.55groceriesgroceries-100.93groceries-100.93
4-23.66groceriesmiss-218.78miss-218.78
5-159.74missutlities-178.91mortgage-1203.12
6-178.91utlitiesmortgage-1203.12restaurant-245.79
7-20.72missrestaurant-245.79utlities-178.91
8-38.32missGrand Total-1947.53
9-1,203.12mortgage
10-167.38restaurant
11-78.41restaurant
12
Sheet1
Cell Formulas
RangeFormula
F3:F7F3=SUMIF(B:B,E3,A:A)

#### sandy666

##### Banned - Rules violations
another way
 Amount Category Category Total -42.72 groceries groceries -100.93 -34.55 groceries miss -218.78 -23.66 groceries utlities -178.91 -159.74 miss mortgage -1203.12 -178.91 utlities restaurant -245.79 -20.72 miss -38.32 miss -1,203.12 mortgage -167.38 restaurant -78.41 restaurant

Power Query:
``````let
Source = Excel.CurrentWorkbook(){[Name="Table1"]}[Content],
Group = Table.Group(Source, {"Category"}, {{"Total", each List.Sum([Amount]), type number}})
in
Group``````

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