I have a workbook containing personal expenses. The first worksheet is a
summary and the others are expenses by month. here is a sample
B C
Action Amount
Grocery 10.19
Grocery 100.32
Books 4.99
Dining out - Dinner 17.00

I just enter a new row for each expense including the info above as well as
date, money source etc...

What I would like to do is create a formula that would look for any
"grocery" action and then add the corresponding amount to the "grocery"
expense category on my summary page located in cell I11.

The second thing I would like to do is deduct that same amount from my bank
account total which is in cell C11.

Thank you very much for any help you can provide.
gina

Gina wrote:
I have a workbook containing personal expenses. The first worksheet is a
summary and the others are expenses by month. here is a sample
B C
Action Amount
Grocery 10.19
Grocery 100.32
Books 4.99
Dining out - Dinner 17.00

I just enter a new row for each expense including the info above as well as
date, money source etc...

What I would like to do is create a formula that would look for any
"grocery" action and then add the corresponding amount to the "grocery"
expense category on my summary page located in cell I11.

The second thing I would like to do is deduct that same amount from my bank
account total which is in cell C11.

Hi Gina

In cell I11 put something like this:

=SUMIF(Sheet1!B1:B4,"Grocery",Sheet1!C1:C4)

Amend your sheet reference and ranges as necessary.

In C11 (your bank account summary) just reference I11 e.g.

=WhateverElseMakesUpYourAccountSummary-I11

Hope that helps

Regards

Steve

Steve - THANK YOU THANK YOU THANK YOU! I was going nuts trying to get this
right this morning. I got the first part and it works great!

how would i do this for keeping up with deposits and withdrawals? I just
don't know how to write the formula for if something is negative or postive.
I know that to display the sum of ALL the transactions I can do
=SUMIF(July!$C:$C) but how do i add whatever i need to say "only if the
number is positive" or "only if the number is negative"

gina
"Scoops" wrote:


Gina wrote:
I have a workbook containing personal expenses. The first worksheet is a
summary and the others are expenses by month. here is a sample
B C
Action Amount
Grocery 10.19
Grocery 100.32
Books 4.99
Dining out - Dinner 17.00

I just enter a new row for each expense including the info above as well as
date, money source etc...

What I would like to do is create a formula that would look for any
"grocery" action and then add the corresponding amount to the "grocery"
expense category on my summary page located in cell I11.

The second thing I would like to do is deduct that same amount from my bank
account total which is in cell C11.

Hi Gina

In cell I11 put something like this:

=SUMIF(Sheet1!B1:B4,"Grocery",Sheet1!C1:C4)

Amend your sheet reference and ranges as necessary.

In C11 (your bank account summary) just reference I11 e.g.

=WhateverElseMakesUpYourAccountSummary-I11

Hope that helps

Regards

Steve

Gina wrote:
Steve - THANK YOU THANK YOU THANK YOU! I was going nuts trying to get this
right this morning. I got the first part and it works great!

how would i do this for keeping up with deposits and withdrawals? I just
don't know how to write the formula for if something is negative or postive.
I know that to display the sum of ALL the transactions I can do
=SUMIF(July!$C:$C) but how do i add whatever i need to say "only if the
number is positive" or "only if the number is negative"

Hi Gina

Try this for a positive check:

=SUMIF(July!C:C,"0")

and for negative:

=SUMIF(July!C:C,"<0")

Regards

Steve