Need help with a formula to populate a 'summary' table.

This thread may be closed, but I wanted to pass along what I learned about 'populating a summary table.' It turns out that a VERY simple pivot table in Excel, generated automatically(!) from a VERY simple list of entries (date | code | amount ), instantly solved the problem. Rather than beat up this forum with the details, I'd like to invite anyone who wants to know more to contact me. - Jim

forum.xlsx

Here are the spreadsheets. One tab - out of pocket expenses - simply grows a list of dates, codes, and amounts; the other - pivot table - is the pivot table that digests the list. This works, but it has a few irritations.

First you have to MANUALLY 'refresh' the pivot table after making new list entries. It's not automatic. Not Good.

Second, I haven't found a way of copying values from the pivot table into a larger 'normal' table in the same workbook (the normal table has week-beginning column heads and row names that match the column and rows in the pivot table, so the 'intersections' match, but I can't seem to move the values at the pivot table intersection to the normal table intersection).

There are other problems, I think, but those are the two that stand out for now.

Jim