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Creating a Credit Card Expense tracking sheet
Hello,
I have the following problem: I would like to create a sheet that will track my credit expenses. I have all my credit card expenses in an excel sheet and I would like to sum it in the following manner: Business name Amount -------------- ------- Wall Street J 100 New York T 99 Albertsons 500 Seas Candies 39.95 BP Fuel 56 ... I would like to sum it up to the following categories: Newspapers 199 Food and Sweets 539.95 Gas 56 I thought about using SUMIFS per each category but then I'd be adding every possible business name into the categories list which is impossible. I can create an intermediate list of business names by category: Food And sweets ---------------- Albertsons Seas Candies Gas ----- BP Shell Newspapers ------------- Wall Street J New York T as many of the businesses are repetative, but how can I use this intermediate list? I mean - how can I use the businesses under category "Newspapers" to sum up values related to newspapers from my credit statement ? Thanks! |
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Posted to microsoft.public.excel.misc
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Creating a Credit Card Expense tracking sheet
I would add another sheet (and hide it??).
I'd use two columns. The first column contains the business name and the second column would contain the category. Then I'd add a column to the the first sheet that uses =vlookup() to retrieve the category so I could use that in the subtotal/pivottable processing. Debra Dalgleish has lots of notes on troubleshooting =vlookup(): http://contextures.com/xlFunctions02.html#Trouble On 04/03/2012 15:25, Assaf Nathan wrote: Hello, I have the following problem: I would like to create a sheet that will track my credit expenses. I have all my credit card expenses in an excel sheet and I would like to sum it in the following manner: Business name Amount -------------- ------- Wall Street J 100 New York T 99 Albertsons 500 Seas Candies 39.95 BP Fuel 56 .. I would like to sum it up to the following categories: Newspapers 199 Food and Sweets 539.95 Gas 56 I thought about using SUMIFS per each category but then I'd be adding every possible business name into the categories list which is impossible. I can create an intermediate list of business names by category: Food And sweets ---------------- Albertsons Seas Candies Gas ----- BP Shell Newspapers ------------- Wall Street J New York T as many of the businesses are repetative, but how can I use this intermediate list? I mean - how can I use the businesses under category "Newspapers" to sum up values related to newspapers from my credit statement ? Thanks! -- Dave Peterson |
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