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#1
Posted to microsoft.public.excel.worksheet.functions
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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! |
#2
Posted to microsoft.public.excel.worksheet.functions
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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! |
#3
Posted to microsoft.public.excel.worksheet.functions
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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! |
#4
Posted to microsoft.public.excel.worksheet.functions
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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! |
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