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Tracking Expenses While Sorting

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TSCworkhelp Tracking Expenses While... 02-08-2018, 05:37 PM
hall885 Re: Tracking Expenses While... 02-08-2018, 10:01 PM
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FlameRetired Re: Tracking Expenses While... 02-08-2018, 11:19 PM
marketshare Re: Tracking Expenses While... 02-09-2018, 12:44 AM
TSCworkhelp Re: Tracking Expenses While... 02-09-2018, 02:59 PM
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    Tracking Expenses While Sorting

    Hello. I'm trying to make a spreadsheet that tracks our expenses by category and quarter. Right now I update the costs manually with the sum formula, after sorting by category and date, but if I ever need to sort the sheet differently all of the sums get mixed up. Is there a way to track the costs by category and date regardless of how it gets sorted afterwards?

    To clarify, if we make a supplies purchase in Q1 for $50 and another in Q2 for $100, I need the total in my grid at the bottom to show "Supplies: $150" for the year but still list the costs per quarter separately.

    I've attached a sample workbook (I hope I did it correctly). If it helps, our quarters are Q1: Oct-Dec, Q2: Jan-Mar, Q3: Apr-Jun, Q4: Jul-Sep.

    Thank you!
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    Last edited by TSCworkhelp; 02-08-2018 at 05:40 PM.

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