Search for a phrase in one column, return a currency value that corresponds with it

sallen18

New Member
Joined
Feb 18, 2020
Messages
2
Office Version
  1. 365
Platform
  1. Windows
Hi guys,

I am new to this forum and have a question.

I am not greatly experienced with Excel and I have been making a spending spreadsheet to keep a track of my finances.

So my columns are; "Month, purchase, payment method, category, value, notes"

I fill in this for example; February, Book, Bank Card, Personal, £15.00, A book for university"

I have next to the table a little set of Excel cells with the titles of "Category, Amount" and I basically wanted the amount cell for each category to populate when I enter something that matches that category.

I know it is supposed to be something like a VLOOKUP formula, but I honestly can't get it to work. I basically want to search the category column for the category, say "Food & Drink" and then return the value which is corresponding with that category - if that makes sense? And I want it to keep a running total for each category!

Sorry if I sound stupid!
 

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Welcome to the Forum!

Try SUMIFS:

Book1
ABCDEFGHIJ
1MonthPurchasePayment MethodCategoryValueNotesCategorytotal
2FebruaryBookBank CardPersonal15A book for universityPersonal15
3MarchLunchcashFood & Drink5Fish & chipsFood & Drink5
4Transportation0
50
60
Sheet7
Cell Formulas
RangeFormula
J2:J6J2=SUMIFS(E:E,D:D,I2)
 
Upvote 0
Welcome to the Forum!

Try SUMIFS:

Book1
ABCDEFGHIJ
1MonthPurchasePayment MethodCategoryValueNotesCategorytotal
2FebruaryBookBank CardPersonal15A book for universityPersonal15
3MarchLunchcashFood & Drink5Fish & chipsFood & Drink5
4Transportation0
50
60
Sheet7
Cell Formulas
RangeFormula
J2:J6J2=SUMIFS(E:E,D:D,I2)
You legend, worked first time haha! Much, much appreciated!
 
Upvote 0

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