Pivot Table - Paid in/out Difference from Data

[vxs]

Hi All,
All my bank transactions are downloaded and put on 1 worksheet set out like so:

A	B	C	D	E	F	G
Date	Transaction type	Description	Income/Expense Type	Paid out	Paid in	Balance
23-Feb-17	Visa purchase	Example Data	Example Data	£26.99		344.2
27-Feb-17	Visa purchase	Example Data	Example Data	£13.95		330.25
28-Feb-17	Bank credit .	Example Data	Example Data		£1,947.43	2,277.68
28-Feb-17	Daily Arranged Overdraft Usage Fee	Example Data	Example Data	£3.00		2,274.68
01-Mar-17	Direct debit	Example Data	Example Data	£15.64		2,259.58
01-Mar-17	Direct debit	Example Data	Example Data	£20.56		2,239.02
01-Mar-17	Direct debit	Example Data	Example Data	£612.15		1,626.87

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I am trying to creat a pivot table that displays something along the lines of this..

Date	Paid out	Paid in	Difference
Dec-16	£2,493.72	£2,167.01	-£326.71
Jan-17	£2,070.59	£2,074.63	£4.04
Feb-17	£1,414.73	£1,947.97	£533.24

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So I can see quickly if my expenditure per month is more than my income.

I just don't know what the best way to do this is, if I group the "Date" field by months it adds all of the January's together, not just 2017 but I also get 2016/2015 etc in it which I dont want, but even getting the pivot table to display paid in/out by months not sure how to work the difference out per months.

Not sure that a pivot table is right for this now I am typing this out?

Any advice much appreciated, thank you

 

[Rorylfc]

For the Grouping, select the Group Selection option and Select both the Months and Years options.

The difference will be a calculated field (Found on the Pivot table Design Ribbon -> Fields, Items, Sets ->Calculated Field

 

[vxs]

For the Grouping, select the Group Selection option and Select both the Months and Years options.

The difference will be a calculated field (Found on the Pivot table Design Ribbon -> Fields, Items, Sets ->Calculated Field

Awesome!

Ive never used the Calculated Field option before in pivot tables and did not know you could do this, thanks very much for your reply.

Have got it working now, much appreciated.

Thanks again!