Budgeting

thepartydj

Board Regular
Joined
Sep 23, 2004
Messages
247
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?

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

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
Joined
Oct 24, 2012
Messages
4,671
Office Version
  1. 365
Platform
  1. MacOS
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
Joined
Oct 24, 2015
Messages
7,499
another way
AmountCategoryCategoryTotal
-42.72groceriesgroceries-100.93
-34.55groceriesmiss-218.78
-23.66groceriesutlities-178.91
-159.74missmortgage-1203.12
-178.91utlitiesrestaurant-245.79
-20.72miss
-38.32miss
-1,203.12mortgage
-167.38restaurant
-78.41restaurant

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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