Budgeting

[thepartydj]

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

 

[etaf]

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

cat-etaf.xlsx
	A	B	C	D	E	F	G	H	I	J	K
1	Amount	Cat
2	-42.72	groceries			Catergory	Total			Row Labels	Sum of Amount
3	-34.55	groceries			groceries	-100.93			groceries	-100.93
4	-23.66	groceries			miss	-218.78			miss	-218.78
5	-159.74	miss			utlities	-178.91			mortgage	-1203.12
6	-178.91	utlities			mortgage	-1203.12			restaurant	-245.79
7	-20.72	miss			restaurant	-245.79			utlities	-178.91
8	-38.32	miss							Grand Total	-1947.53
9	-1,203.12	mortgage
10	-167.38	restaurant
11	-78.41	restaurant
12
Sheet1

Cell Formulas
Range	Formula
F3:F7	F3	=SUMIF(B:B,E3,A:A)

 

[sandy666]

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

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