Hi All,
All my bank transactions are downloaded and put on 1 worksheet set out like so:
<tbody>
</tbody>
I am trying to creat a pivot table that displays something along the lines of this..
<tbody>
</tbody>
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
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 |
<tbody>
</tbody>
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 |
<tbody>
</tbody>
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