Thanks for your reply, The problem I have is I do not know Excel well
enough to do this stuff and feel I am doing it right.

What I was hoping to find is a template someone has already developed. I
use my credit card for everything I buy, why? because I get points for
travel and other things, I pay it off every month so it works for me.

I would like to be able to import my credit card statements and then have
the program or worksheet tell me what % of my spending is spend on the
different categories.

I'm afraid what I want isn't a reality and all the budget software's or
worksheets have more than I want or need.

Maybe someday someone will create one of this types of worksheets because
more and more people use their credit cards for the same reason I do.

Thanks anyways




"iliace" wrote in message
...
Approach 1: formula. Let's say your category is in column B and your
amounts are in column C. This formula will return the % being spent
on Groceries category:

=SUMIF($B:$B,"Groceries",$C:$C)/SUM($C:$C)

Approach 2: pivot table. Keep your data continuous (no extra line
breaks, no repeating headers) and normalized (meaning, each month and
category appears on each transaction line). Go to Tools-PivotTable
(or Insert-PivotTable in Excel 2007), and follow the wizard. Then,
drag the Category into row area, and Amount into data area. Right-
click the Amount field, go to Field Settings, choose the Show As % of
Total. The only trick is that you have to refresh the PivotTable each
time you add data.



On Dec 26, 4:15 pm, "Just Me" wrote:
Hello,

First of all I don't know Excel very well, I know just the basics so
please keep that in mind when making any suggestions.

I download my credit card data in csv format every month, I would like to
have a spreadsheet that would keep track of the money I spend and show me
the %'s of what I spend on each category. For the most part I have the
same
places I spend my money on every month, there are times that something
will
come up as a one time thing but most everything I have each month.

I would like to be able to download the csv file and have some kind of
formula or something that will take what I paste in the worksheet and
calculate the % of money spent on each place. I don't know anything
about
using formulas or advanced things in Excel.

I hope I have explained this so that you understand what I want to
accomplish.

Thanks in advance