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I'd like to list expenses by categories (drop down) - and then a total of each category

  1. #1
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    I'd like to list expenses by categories (drop down) - and then a total of each category

    I'm working on making a monthly expense report with 2 sheets; the first sheet would include each individual expense and the expense would placed in a certain category. The second worksheet would be a summary of the total expenses for each category.

    I would like column A to be a drop down menu:
    Column A: Expense type (Stationery, Kitchen, Maintenance, etc..)
    Column B: Amount
    This would continue for as many rows as i need

    Then on a different worksheet it would add each item based on its category and give a total for each category.

    Thanks in advance

  2. #2
    Forum Expert etaf's Avatar
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    Re: I'd like to list expenses by categories (drop down) - and then a total of each categor

    you can use sumif() to do that

    assuming your summary was in sheet2 and the data in sheet1

    column A sheet1 = dropdown list of catergory
    column B sheet1 = amounts

    then on sheet 2 in column A
    list all the catergories
    and in column B
    put

    =sumif(sheet1!A:A, A2, Sheet1!B:B)

    that will use the value in sheet2 column A category as the criteria and sum all those values in sheet1
    Wayne
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