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DB16
 
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Default Add items in column 3 if column 1 and 2 conditions are met

This is what I am trying to do I am keeping track of my bank account using
excel. I have it set up to were I enter a category in one column and I have
columns set up for credit and debit and amount. If the item is a credit I
place an "x" in the credit column and if its a debit I place an "x" in the
debit column. On the top of the work sheet I have a running total and to the
right I have each debit broken down by category.

Questions:
1. is there a way to make the running total identify that either the credit
or debit column has an "x" in it, and if the debit column has an "x" subtract
the value in the amount column?

2. when showing each expenditrue by category is there a way to only have it
add together the values that have the debit column checked? (as it is now I
have a sumif which checks the category column for a value ex. gas, food, etc.
but I can't figure out how to have it also check the debit column)


thanks for any help you all can provide
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Duke Carey
 
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Assuming your running total is in column F (allowing columns for date,
category, debit, credit, and amount), and assuming that row 1 has column
headings, F2 would have the formula

=IF(C2="X",-E2,E2)

F3 would use the formula

=F2+IF(C3="X",-E3,E3)

& just copy that formula down

For the sums by category, use the formula

=sumproduct(--($c$2:$c$1000="x"), --($b$2:$b$1000=cell_with_category_name)
,e$2:e$1000)



"DB16" wrote:

This is what I am trying to do I am keeping track of my bank account using
excel. I have it set up to were I enter a category in one column and I have
columns set up for credit and debit and amount. If the item is a credit I
place an "x" in the credit column and if its a debit I place an "x" in the
debit column. On the top of the work sheet I have a running total and to the
right I have each debit broken down by category.

Questions:
1. is there a way to make the running total identify that either the credit
or debit column has an "x" in it, and if the debit column has an "x" subtract
the value in the amount column?

2. when showing each expenditrue by category is there a way to only have it
add together the values that have the debit column checked? (as it is now I
have a sumif which checks the category column for a value ex. gas, food, etc.
but I can't figure out how to have it also check the debit column)


thanks for any help you all can provide

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DB16
 
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thats not really how I have it set up but thank you for the suggestion. I
figured out he first question I just used two sumif's. The "running" total I
have is it the top of the and spans the width of all the columns.
Kind of looks like this:

running total: =sumif(credits column has x)-sumif(debits column has x)

| Expenditure by Category|
| description | category | credits | debits | amount | | category |
=sumif() |
| | | | |
| | | |
| | | | |
| (Pie Chart of Expenses)



Question 2 is the only one I can't figure out now

2. when showing each expenditrue by category is there a way to only have it
add together the values that have the debit column checked? (as it is now I
have a sumif which checks the category column for a value ex. gas, food, etc.
but I can't figure out how to have it also check the debit column)


thanks for any help you all can provide

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