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Subcategory Amounts From Transactions Sheet

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    Subcategory Amounts From Transactions Sheet

    Hello,

    What formulas can have the total Subcategory amounts from the 'Transactions' sheet for each month in the 'Category - Budget' sheet based on the year also in I3?

    Thank you very much

    Edit: What formulas can have the total Subcategory amounts from?

    Edit again: thanks anyway I will figure it out.
    Last edited by AliGW; 09-08-2021 at 09:45 AM. Reason: Post restored - do NOT post-edit your posts to remove content

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    Re: Subcategory Amounts From Transactions Sheet

    Try SUMIFS: you have used it before!

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    Re: Subcategory Amounts From Transactions Sheet

    You have marked this as SOLVED yet appear to have changed post #1.

    Still having a problem?

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    Re: Subcategory Amounts From Transactions Sheet

    I can only depend on me thanks.

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    Re: Subcategory Amounts From Transactions Sheet

    What do you mean your last reply: My first answer was to encourage you to give it a go yourself rather than just me or anyone give a pat answer. All of us (myself included) learn by having a go.

    Hint for you:

    Put this in W4 and copy across:

    =DATE($I$3,COLUMNS($A:A),1)

    then format as "MMM". If you change YEAR in I3 (2020 for example) you will get results for that year.

    In SUMFS you need to check date is between start and end of month in row 4 and Sub-category matches that in TXs

    SUMIFS is not difficult to use so at least give it a go.

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    Re: Subcategory Amounts From Transactions Sheet

    it doesn't matter

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    Re: Subcategory Amounts From Transactions Sheet

    I manually entered all of the amounts now it's complete woop woop.

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    Re: Subcategory Amounts From Transactions Sheet

    =SUMIFS(Transactions!$F:$F,Transactions!$B:$B,">=" &W$4,Transactions!$B:$B,"<=" &EOMONTH(W$4,0),Transactions!$E:$E,[@[Subcategory Name]])
    Last edited by JohnTopley; 09-08-2021 at 12:48 AM.

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    Re: Subcategory Amounts From Transactions Sheet

    Please remove workbook it has sensitive info thanks.

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    Re: Subcategory Amounts From Transactions Sheet

    Actioned as requested.
    Last edited by JohnTopley; 09-08-2021 at 02:39 AM.

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    Re: Subcategory Amounts From Transactions Sheet

    Thanks for that.

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