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Adding up numbers by category

  1. #1
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    Adding up numbers by category

    Hey all,

    Working on a budget spreadsheet to get my wayward finances in check!

    Would like to categorise spends.

    Currently have date, type of transaction etc. downloaded from my bank account online. In Column D I have the amount that each transaction cost. In Column F I have the type of transaction e.g. 'Household Bill', 'Groceries'.

    I'd like to input a code which gives me the total spend on one type of transaction - so like 'if groceries is in D then take the number/amount from D and add up each occurrence of this happening'. But in Formula talk!

    Any ideas?

    Thanks

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    Forum Expert BadlySpelledBuoy's Avatar
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    Re: Adding up numbers by category

    Two methods in the attached. Pivot Table (Col K:L) or with formulas (Yellow cells).

    You could use SUMIFS rather than SUMIF and add more criteria to the formula if you wanted to break down figures into days/weeks/months/years etc.

    Should point you in the right direction, but shout if you need more help.

    BSB
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    Re: Adding up numbers by category

    Thanks BadlySpelledBuoy! That's exactly what I needed: now I can see how terrible I am with money in all the gory detail!

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    Forum Expert BadlySpelledBuoy's Avatar
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    Re: Adding up numbers by category

    Quote Originally Posted by chrisswann View Post
    now I can see how terrible I am with money in all the gory detail!
    You'll wish you never started!

    Happy to help.

    Thanks for the rep point.

    BSB

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