checkbook balance
 

I created a checkbook balance, but would like to add all of the same entries
into another worksheet in the same workgroup. I have tried VLookup, Index
Match, etc and can't seem to make this work. I have several entries for Auto
Payments, same amounts for the entire 12 month periods of 2008, which
function would allow me to tell the 1st worksheet to look up all of the Auto
Payment entries, sum of the payments to add to the new worksheet? Help me
please.
--
thanks!

checkbook balance
 

Here is an example of the data:
Date Type description Debit Credit Balance
STARTING BALANCE $1,471.05 $1,471.05
12/23/08 Tax NC dept of Revenue $116.32 $1,354.73
12/26/08 Tax Internal Revenue Service $75.00 $1,279.73
12/29/08 Food Burger King $1.08 $1,278.65
12/29/08 Credit Card Home Depot $30.00 $1,248.65
12/29/08 Credit Card HH Gregg (GE Money Bank) $115.00 $1,133.65
12/29/08 Credit Card Gap $80.00 $1,053.65
12/29/08 Credit Card ExxonMobil $40.13 $1,013.52
12/29/08 Credit Card USAir Mastercard $50.00 $963.52
12/29/08 Credit Card Best Buy $50.00 $913.52
12/29/08 Credit Card Amex 72008 $50.00 $863.52
01/02/09 Deposit PAYROLL $1,200.00 $2,063.52
01/02/09 Deposit OTHER PAYROLL $150.00 $2,213.52
01/02/09 Deposit CHILD SUPPORT $80.00 $2,293.52
01/02/09 Mortgage Wells Fargo $840.00 $1,453.52
01/02/09 Phone Sprint - Nextel $6.71 $1,446.81
01/02/09 HOA Savannah HOA $164.00 $1,282.81
01/02/09 Tax NC dept of Revenue $116.32 $1,166.49
01/02/09 Tax Internal Revenue Service $75.00 $1,091.49
01/02/09 Credit Card Home Depot $20.00 $1,071.49

--
thanks!


"delv2009" wrote:

I created a checkbook balance, but would like to add all of the same entries
into another worksheet in the same workgroup. I have tried VLookup, Index
Match, etc and can't seem to make this work. I have several entries for Auto
Payments, same amounts for the entire 12 month periods of 2008, which
function would allow me to tell the 1st worksheet to look up all of the Auto
Payment entries, sum of the payments to add to the new worksheet? Help me
please.
--
thanks!

checkbook balance
 

Use the SUMIF function:

Auto Payment..........720
Mortgage...............2250
Gas.........................300
Auto Payment..........720
Cable......................150

=SUMIF(A1:A5,"Auto Payment",B1:B5)

--
Biff
Microsoft Excel MVP


"delv2009" wrote in message
...
I created a checkbook balance, but would like to add all of the same
entries
into another worksheet in the same workgroup. I have tried VLookup, Index
Match, etc and can't seem to make this work. I have several entries for
Auto
Payments, same amounts for the entire 12 month periods of 2008, which
function would allow me to tell the 1st worksheet to look up all of the
Auto
Payment entries, sum of the payments to add to the new worksheet? Help me
please.
--
thanks!

checkbook balance
 

Hi,

If you mean by Auto Payment entries, car payments (of which, none are listed
in your sample) then
Based on this sample data (below) assuming dates are in column A, Type in
column B and Debit/Credit in column C

=SUMIF(B2:B100,"Auto Payment",C2:C100)

Note, if you dates run across years then

=SUMPRODUCT(--(YEAR(A2:A100)=2008),--(C2:C100="Auto Payment"),C2:C100))

If this helps, please click the Yes button.

Cheers,
Shane Devenshire

"delv2009" wrote in message
...
Here is an example of the data:
Date Type description Debit Credit Balance
STARTING BALANCE $1,471.05 $1,471.05
12/23/08 Tax NC dept of Revenue $116.32 $1,354.73
12/26/08 Tax Internal Revenue Service $75.00 $1,279.73
12/29/08 Food Burger King $1.08 $1,278.65
12/29/08 Credit Card Home Depot $30.00 $1,248.65
12/29/08 Credit Card HH Gregg (GE Money Bank) $115.00 $1,133.65
12/29/08 Credit Card Gap $80.00 $1,053.65
12/29/08 Credit Card ExxonMobil $40.13 $1,013.52
12/29/08 Credit Card USAir Mastercard $50.00 $963.52
12/29/08 Credit Card Best Buy $50.00 $913.52
12/29/08 Credit Card Amex 72008 $50.00 $863.52
01/02/09 Deposit PAYROLL $1,200.00 $2,063.52
01/02/09 Deposit OTHER PAYROLL $150.00 $2,213.52
01/02/09 Deposit CHILD SUPPORT $80.00 $2,293.52
01/02/09 Mortgage Wells Fargo $840.00 $1,453.52
01/02/09 Phone Sprint - Nextel $6.71 $1,446.81
01/02/09 HOA Savannah HOA $164.00 $1,282.81
01/02/09 Tax NC dept of Revenue $116.32 $1,166.49
01/02/09 Tax Internal Revenue Service $75.00 $1,091.49
01/02/09 Credit Card Home Depot $20.00 $1,071.49

--
thanks!


"delv2009" wrote:

I created a checkbook balance, but would like to add all of the same
entries
into another worksheet in the same workgroup. I have tried VLookup,
Index
Match, etc and can't seem to make this work. I have several entries for
Auto
Payments, same amounts for the entire 12 month periods of 2008, which
function would allow me to tell the 1st worksheet to look up all of the
Auto
Payment entries, sum of the payments to add to the new worksheet? Help
me
please.
--
thanks!