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#1
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We're trying to keep track of our budget expenses, so i wrote up a
spreadsheet to calculate how much were spending on each item. Everytime we make a transaction i'll enter it on a new row in excel, but have a number of colums to put the cost of what we spent.... ie. groceries, bills, fun.. etc.... then on the right, the totals for each one.... what i'm asking is, is it somehow possible to have only one column beside what we spent money on and put a code letter in it to specify what it was for... G for groceries, F for fun etc.... then have a formula to calculate the sum of all the rows with F as the code letter... just to eliminate having 7+ columns taking up space... here's a pic of my spreadsheet http://ca.pg.photos.yahoo.com/ph/zer...w2ydFBKXmZ4Awd any help would be greatly appreciated.... thank you.... |
#2
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You could enter the code in one column and the amount in another column.
When you are done entering your budget create a pivot table or a simple sumif function. Ano "ZeRo" wrote: We're trying to keep track of our budget expenses, so i wrote up a spreadsheet to calculate how much were spending on each item. Everytime we make a transaction i'll enter it on a new row in excel, but have a number of colums to put the cost of what we spent.... ie. groceries, bills, fun.. etc.... then on the right, the totals for each one.... what i'm asking is, is it somehow possible to have only one column beside what we spent money on and put a code letter in it to specify what it was for... G for groceries, F for fun etc.... then have a formula to calculate the sum of all the rows with F as the code letter... just to eliminate having 7+ columns taking up space... here's a pic of my spreadsheet http://ca.pg.photos.yahoo.com/ph/zer...w2ydFBKXmZ4Awd any help would be greatly appreciated.... thank you.... |
#3
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well... its more of an expense tracker... i know i could easily sum up all
the cells at the end into each category that i wanted. i want to view the total dollars i've spent as i input each transaction... lets say 1/2 way through the month i look over to the right and see that my total fun spending is already up to what i budgeted for the month..... and groceries are doubled what i wanted.... rather then at the end of the month calculate and say , "oh ****, i spent more money that i had" .. "Gilbert" wrote: You could enter the code in one column and the amount in another column. When you are done entering your budget create a pivot table or a simple sumif function. Ano "ZeRo" wrote: We're trying to keep track of our budget expenses, so i wrote up a spreadsheet to calculate how much were spending on each item. Everytime we make a transaction i'll enter it on a new row in excel, but have a number of colums to put the cost of what we spent.... ie. groceries, bills, fun.. etc.... then on the right, the totals for each one.... what i'm asking is, is it somehow possible to have only one column beside what we spent money on and put a code letter in it to specify what it was for... G for groceries, F for fun etc.... then have a formula to calculate the sum of all the rows with F as the code letter... just to eliminate having 7+ columns taking up space... here's a pic of my spreadsheet http://ca.pg.photos.yahoo.com/ph/zer...w2ydFBKXmZ4Awd any help would be greatly appreciated.... thank you.... |
#4
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nevermind... i searched up sumif formula's in google and figured out what i
wanted to do.. i didn't know sumif existed until you mentioned them Gilbert... thanks alot..... "ZeRo" wrote: well... its more of an expense tracker... i know i could easily sum up all the cells at the end into each category that i wanted. i want to view the total dollars i've spent as i input each transaction... lets say 1/2 way through the month i look over to the right and see that my total fun spending is already up to what i budgeted for the month..... and groceries are doubled what i wanted.... rather then at the end of the month calculate and say , "oh ****, i spent more money that i had" .. "Gilbert" wrote: You could enter the code in one column and the amount in another column. When you are done entering your budget create a pivot table or a simple sumif function. Ano "ZeRo" wrote: We're trying to keep track of our budget expenses, so i wrote up a spreadsheet to calculate how much were spending on each item. Everytime we make a transaction i'll enter it on a new row in excel, but have a number of colums to put the cost of what we spent.... ie. groceries, bills, fun.. etc.... then on the right, the totals for each one.... what i'm asking is, is it somehow possible to have only one column beside what we spent money on and put a code letter in it to specify what it was for... G for groceries, F for fun etc.... then have a formula to calculate the sum of all the rows with F as the code letter... just to eliminate having 7+ columns taking up space... here's a pic of my spreadsheet http://ca.pg.photos.yahoo.com/ph/zer...w2ydFBKXmZ4Awd any help would be greatly appreciated.... thank you.... |
#5
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Hi
What Gilbert is suggesting would do just that. If you don't want to set up a Pivot Table and you have just 7 categories, insert 3 rows above your Data. In Cell A1 type Fun, B1 Groceries, etc until you have your categories listed. In A2 enter |F, in B2 enter G etc., as long as each letter is unique Assuming you are entering your data with Date in column A, Category in B and Amount in C then in cell A3 enter =SUMIF($A$4:$A$1000,A$2) Copy this formula across through cells B2:G2 Place your cursor in cell A4 and select WindowsFreeze Panes Now as you enter data down the page you will see the totals by category appearing in row 3 -- Regards Roger Govier "ZeRo" wrote in message ... well... its more of an expense tracker... i know i could easily sum up all the cells at the end into each category that i wanted. i want to view the total dollars i've spent as i input each transaction... lets say 1/2 way through the month i look over to the right and see that my total fun spending is already up to what i budgeted for the month..... and groceries are doubled what i wanted.... rather then at the end of the month calculate and say , "oh ****, i spent more money that i had" .. "Gilbert" wrote: You could enter the code in one column and the amount in another column. When you are done entering your budget create a pivot table or a simple sumif function. Ano "ZeRo" wrote: We're trying to keep track of our budget expenses, so i wrote up a spreadsheet to calculate how much were spending on each item. Everytime we make a transaction i'll enter it on a new row in excel, but have a number of colums to put the cost of what we spent.... ie. groceries, bills, fun.. etc.... then on the right, the totals for each one.... what i'm asking is, is it somehow possible to have only one column beside what we spent money on and put a code letter in it to specify what it was for... G for groceries, F for fun etc.... then have a formula to calculate the sum of all the rows with F as the code letter... just to eliminate having 7+ columns taking up space... here's a pic of my spreadsheet http://ca.pg.photos.yahoo.com/ph/zer...w2ydFBKXmZ4Awd any help would be greatly appreciated.... thank you.... |
#6
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![]() ZeRo wrote: We're trying to keep track of our budget expenses, so i wrote up a spreadsheet to calculate how much were spending on each item. Everytime we make a transaction i'll enter it on a new row in excel, but have a number of colums to put the cost of what we spent.... ie. groceries, bills, fun.. etc.... then on the right, the totals for each one.... what i'm asking is, is it somehow possible to have only one column beside what we spent money on and put a code letter in it to specify what it was for... G for groceries, F for fun etc.... then have a formula to calculate the sum of all the rows with F as the code letter... just to eliminate having 7+ columns taking up space... here's a pic of my spreadsheet http://ca.pg.photos.yahoo.com/ph/zer...w2ydFBKXmZ4Awd any help would be greatly appreciated.... thank you.... Congratulation, you just reinvented the wheel. Quicken and Money do this, but yours does what you want. Instead of Goggleing "sumif" you should get a good text on Excel to see how powerful it is. also, look into Quicken. ed |
#7
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![]() ZeRo wrote: We're trying to keep track of our budget expenses, so i wrote up a spreadsheet to calculate how much were spending on each item. Everytime we make a transaction i'll enter it on a new row in excel, but have a number of colums to put the cost of what we spent.... ie. groceries, bills, fun.. etc.... then on the right, the totals for each one.... what i'm asking is, is it somehow possible to have only one column beside what we spent money on and put a code letter in it to specify what it was for... G for groceries, F for fun etc.... then have a formula to calculate the sum of all the rows with F as the code letter... just to eliminate having 7+ columns taking up space... here's a pic of my spreadsheet http://ca.pg.photos.yahoo.com/ph/zer...w2ydFBKXmZ4Awd any help would be greatly appreciated.... thank you.... Congratulation, you just reinvented the wheel. Quicken and Money do this, but yours does what you want. Instead of Goggleing "sumif" you should get a good text on Excel to see how powerful it is. also, look into Quicken. ed |
#8
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thank you soo much for the help guys..... saved me lots of time.....
i basically did the same thing that Roger said... date in A, Item in B, Code in C, Amount in D then in columns G and H my totals. my formula was , =SUMIF(C:C,I5,D:D) The I column is just where i put the code letter for reference. it worked out the same... summing up all the dollar amounts in the D column that had the specified Code letter in the C column... one question though... what's the $$ signs for in the formula you equated?? Also, here is a pic of what i came up with for my end result if anyone wants to check it out.. http://ca.pg.photos.yahoo.com/ph/zer...e2.jpg&.src=ph thanks again for all the help.. . "Roger Govier" wrote: Hi What Gilbert is suggesting would do just that. If you don't want to set up a Pivot Table and you have just 7 categories, insert 3 rows above your Data. In Cell A1 type Fun, B1 Groceries, etc until you have your categories listed. In A2 enter |F, in B2 enter G etc., as long as each letter is unique Assuming you are entering your data with Date in column A, Category in B and Amount in C then in cell A3 enter =SUMIF($A$4:$A$1000,A$2) Copy this formula across through cells B2:G2 Place your cursor in cell A4 and select WindowsFreeze Panes Now as you enter data down the page you will see the totals by category appearing in row 3 -- Regards Roger Govier "ZeRo" wrote in message ... well... its more of an expense tracker... i know i could easily sum up all the cells at the end into each category that i wanted. i want to view the total dollars i've spent as i input each transaction... lets say 1/2 way through the month i look over to the right and see that my total fun spending is already up to what i budgeted for the month..... and groceries are doubled what i wanted.... rather then at the end of the month calculate and say , "oh ****, i spent more money that i had" .. "Gilbert" wrote: You could enter the code in one column and the amount in another column. When you are done entering your budget create a pivot table or a simple sumif function. Ano "ZeRo" wrote: We're trying to keep track of our budget expenses, so i wrote up a spreadsheet to calculate how much were spending on each item. Everytime we make a transaction i'll enter it on a new row in excel, but have a number of colums to put the cost of what we spent.... ie. groceries, bills, fun.. etc.... then on the right, the totals for each one.... what i'm asking is, is it somehow possible to have only one column beside what we spent money on and put a code letter in it to specify what it was for... G for groceries, F for fun etc.... then have a formula to calculate the sum of all the rows with F as the code letter... just to eliminate having 7+ columns taking up space... here's a pic of my spreadsheet http://ca.pg.photos.yahoo.com/ph/zer...w2ydFBKXmZ4Awd any help would be greatly appreciated.... thank you.... |
#9
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Hi
Firstly, I must apologise as I my formula was totally wrong (mental blockage late at night) - but you figured out the correct solution anyway. In answer to your question, the $ signs are used to turn relative cell reference into absolutes. This means that they will not alter as you drag or copy a formula across or down a page. If in cell A3 you had =SUMIF(C4:C100,A2) as you drag across it would become =SUMIF(D4:D100,B2), (E4:E5=C2) etc. Whilst the change in A2 to B2 to C2 is what we ant, the range to be summed should always be C4:C100 Placing a $ before column letter, locks the column. as you copy across, but would let the row alter as you copy down Placing a $ before row number locks the row as you copy down, but would allow the column letter to alter as you copy across. Putting $ before column and row locks both With your cell formula highlighted in the formula bar, pressing F4 repeatedly will cycle the reference through the four options A1 $A$1 A$1 $A1 -- Regards Roger Govier "ZeRo" wrote in message ... thank you soo much for the help guys..... saved me lots of time..... i basically did the same thing that Roger said... date in A, Item in B, Code in C, Amount in D then in columns G and H my totals. my formula was , =SUMIF(C:C,I5,D:D) The I column is just where i put the code letter for reference. it worked out the same... summing up all the dollar amounts in the D column that had the specified Code letter in the C column... one question though... what's the $$ signs for in the formula you equated?? Also, here is a pic of what i came up with for my end result if anyone wants to check it out.. http://ca.pg.photos.yahoo.com/ph/zer...e2.jpg&.src=ph thanks again for all the help.. . "Roger Govier" wrote: Hi What Gilbert is suggesting would do just that. If you don't want to set up a Pivot Table and you have just 7 categories, insert 3 rows above your Data. In Cell A1 type Fun, B1 Groceries, etc until you have your categories listed. In A2 enter |F, in B2 enter G etc., as long as each letter is unique Assuming you are entering your data with Date in column A, Category in B and Amount in C then in cell A3 enter =SUMIF($A$4:$A$1000,A$2) Copy this formula across through cells B2:G2 Place your cursor in cell A4 and select WindowsFreeze Panes Now as you enter data down the page you will see the totals by category appearing in row 3 -- Regards Roger Govier "ZeRo" wrote in message ... well... its more of an expense tracker... i know i could easily sum up all the cells at the end into each category that i wanted. i want to view the total dollars i've spent as i input each transaction... lets say 1/2 way through the month i look over to the right and see that my total fun spending is already up to what i budgeted for the month..... and groceries are doubled what i wanted.... rather then at the end of the month calculate and say , "oh ****, i spent more money that i had" .. "Gilbert" wrote: You could enter the code in one column and the amount in another column. When you are done entering your budget create a pivot table or a simple sumif function. Ano "ZeRo" wrote: We're trying to keep track of our budget expenses, so i wrote up a spreadsheet to calculate how much were spending on each item. Everytime we make a transaction i'll enter it on a new row in excel, but have a number of colums to put the cost of what we spent.... ie. groceries, bills, fun.. etc.... then on the right, the totals for each one.... what i'm asking is, is it somehow possible to have only one column beside what we spent money on and put a code letter in it to specify what it was for... G for groceries, F for fun etc.... then have a formula to calculate the sum of all the rows with F as the code letter... just to eliminate having 7+ columns taking up space... here's a pic of my spreadsheet http://ca.pg.photos.yahoo.com/ph/zer...w2ydFBKXmZ4Awd any help would be greatly appreciated.... thank you.... |
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