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#1
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Creating a budget from a list of transactions
I have a list of purchases/payments. I would like to create a spreadsheet
that will break these down by payee and month. I know that if I want to get either month OR payee, I can use sumif, but how do I break it dow by month AND payee? Here is my PAYEE breakdown: =SUMIF('bussiness expenses'!B$2:B$138,A2,'bussiness expenses'!D$2:D$138) With PAYEE being in column A on current sheet, and column B for the lookup. My transaction date is in column A on bussiness (I know I have business mis spelt, but...) How would I do this? Thanks |
#2
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Creating a budget from a list of transactions
Try something similar to:
=sumproduct((Rng1=Payee)*(Rng2=Month)*(SumRng)) -- Damon Longworth Don't miss out on the 2005 Excel User Conference Sept 16th and 17th Stockyards Hotel - Ft. Worth, Texas www.ExcelUserConference.com "Mctabish" wrote in message ... I have a list of purchases/payments. I would like to create a spreadsheet that will break these down by payee and month. I know that if I want to get either month OR payee, I can use sumif, but how do I break it dow by month AND payee? Here is my PAYEE breakdown: =SUMIF('bussiness expenses'!B$2:B$138,A2,'bussiness expenses'!D$2:D$138) With PAYEE being in column A on current sheet, and column B for the lookup. My transaction date is in column A on bussiness (I know I have business mis spelt, but...) How would I do this? Thanks |
#3
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Creating a budget from a list of transactions
Have you thought about using a pivot table with payee in the rows and month
in the columns. hope this helps Rowan "Mctabish" wrote: I have a list of purchases/payments. I would like to create a spreadsheet that will break these down by payee and month. I know that if I want to get either month OR payee, I can use sumif, but how do I break it dow by month AND payee? Here is my PAYEE breakdown: =SUMIF('bussiness expenses'!B$2:B$138,A2,'bussiness expenses'!D$2:D$138) With PAYEE being in column A on current sheet, and column B for the lookup. My transaction date is in column A on bussiness (I know I have business mis spelt, but...) How would I do this? Thanks |
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