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Formula help needed for totals in an expense report

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    Formula help needed for totals in an expense report

    Hi Everyone


    I have recently been using Excel to help me with budgeting and organization, and it has been going well for the most part. The only problem i have run into is creating a formula in a document i use to track my spending. In my spending report, I have the item type (ex. rent) in column A, and the $ amount in the adjacent cell in column B. I make a sheet for each month, and then do the total spending for each type, such as rent, as well as calculate the % of total spending each item is. currently, i have to manual add each item to a formula, because i am rusty on excel formula. I would like a formula that would find the monthly sum for each area of my spending.

    I am lost with this formula. I have been brainstorming, and basically I need to known how to make the formula, (for range A2:B30, sum of cells, if cell value is 'Rent", value from adjacent cell to the right, 0)

    I know the idea i have isn't written write, and probably isn't close to what i actually need, so any help would be appreciated.

    Thanks, Chris.

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    Forum Moderator alansidman's Avatar
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    Re: Formula help needed for totals in an expense report

    Attach a sample workbook. Make sure there is just enough data to make it clear what is needed. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are demonstrated, mock them up manually if needed. Remember to desensitize the data.

    Click on GO ADVANCED and use the paperclip icon to open the upload window.

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    Forum Expert Tony Valko's Avatar
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    Re: Formula help needed for totals in an expense report

    Maybe something like this...

    D2 = Rent

    =SUMIF(A$2:A$30,D2,B$2:B$30)
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