Help required in monthly budget reporting

[abhinav4]

I have to manage my monthly budget and for that i keep track on my spending in an excel sheet. But now i want to categories things.
I want certain things in one category like milk,bread,pasta etc in Grocery Category and phone recharge,internet etc in Bill category.
Everyday whatever i spend i will note that in excel like i purchased milk so i put milk in one column and the price for that in another column so at the end of the month i will be having raw data and the total amount spent. But at the end of month i want it in a reporting stuff like
Bill 300
Grocery 200
Entertainment 200


Can someone help please.

[dilipandey]

Hi Abhinav4,

You can make this data tabular form and at the end just draw a pivot table with categories in row field and amount as SUM in data field. Upload the sample file in case of any issues.. thanks

Regards,
DILIPandey

<click on below 'star' if this helps>

[abhinav4]

Hi dilipandey,

Yes pivot table solves the issue but i need them in category like Milk,water,biscuit are entered in the excel but in pivot table i want them to come under grocery (combination of milk,water,biscuit).I want some place where i can mention categories for items so that the pivot table will strictly have 5-6 rows like grocery, entertainment, bill.

Hi Abhinav4,

You can make this data tabular form and at the end just draw a pivot table with categories in row field and amount as SUM in data field. Upload the sample file in case of any issues.. thanks

Regards,
DILIPandey

<click on below 'star' if this helps>

[dilipandey]

As I mentioned

Upload the sample file in case of any issues.. thanks

Regards,
DILIPandey

<click on below 'star' if this helps>