Compare budget to actual
Albert wrote:
Hi Guys,
I have drawn a blank. Please help?
I have a spreadsheet which affectively are all items from my bank statement.
In another spreadsheet I have all the catagories from my bank statement
which is then filtered (sumif) between 2 dates.
I would like to then to compare my budget against the actual but I have my
budget setup in a cross tab table (categories in the rows and months in the
columns)
What formula could I use to pull through the corresponding budget to the
date range in the bank summary sheet?
Thanks
Albert
I can't see your layout but this is the general idea. Use INDEX/MATCH to
find the budget values based on keys in the actual table.
Suppose your budget looks like this in budget!A1:D4
Category Jan Feb Mar
A 400 100 400
B 100 300 100
C 200 200 300
And suppose your bank info looks like this in actual!A1:D4
Category Month Actual Budget
A Feb 100
B Feb 200
C Feb 300
You want to fill in the Budget column (D2:D4).
In actual!D2 put
=INDEX(budget!$B$2:$D$4,MATCH(actual!$A2,budget!$A $2:$A$4,0),MATCH(actual!$B2,budget!$B$1:$D$1,0))
This can be filled down as needed.
Hope this gives you some ideas.
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