Hi all,

Kind of new to excel and trying to make a simple expense tracking workbook.

On one sheet I have a table where transactions are recorded. Transaction
types will be things like utilities, gas, food, groceries, etc. Each
transaction has a date, type, payee, and total.

I want to use a separate sheet to summarize data in the transactions table.
I'd like to be able to see each type of transaction, totaled for current
month and year to date (two separate columns).

Question: how to I get the total for a category (say, utilities) for the
current month? If I can figure that, I'll be on my way. Can it be done by
using formula's in the fx bar? VBA? I have significant access vba
experience, but virtually none in excel. I'm using excel 2007.

Thanks!
CW