How do I make a custom formula for Excel?
 

I use excel for my checkbook register and I have a budget that "runs" beside
it to keep a monthly track of everything in the same worksheet. I want to
write a formula that would take, for instance, my gasoline purchases from the
checkbook, then place and continue to add up the monthly gasoline purchases
in the budget column. I know very little about formulas. Right now, I
manually add up all the rows that say Gas for the month and place them into
the budget line. I appreciate your assistance.

How do I make a custom formula for Excel?
 

There are a variety of ways to create cums for budgets, depending on how you
have your workbook setup.

From your example, I would suggest the SUMIF function. Excel's help can
provide more insight, but something like

=SUMIF(A:A,"Gas",B:B)
Would give you a sum of all numbers in the B column where you had the word
"Gas" in the A column.

I'd also suggest looking up in the help file about freezing cells (so you
can always see budget line).
--
Best Regards,

Luke M
*Remember to click "yes" if this post helped you!*


"infamouswb" wrote:

I use excel for my checkbook register and I have a budget that "runs" beside
it to keep a monthly track of everything in the same worksheet. I want to
write a formula that would take, for instance, my gasoline purchases from the
checkbook, then place and continue to add up the monthly gasoline purchases
in the budget column. I know very little about formulas. Right now, I
manually add up all the rows that say Gas for the month and place them into
the budget line. I appreciate your assistance.

How do I make a custom formula for Excel?
 

Modify to suit. Assumes valid dates in col A, categories like gas in col c
and the amounts in d
=SUMPRODUCT((MONTH(A7:A500)=ROW(A1))*(C7:C500="gas ")*D7:D500)
I suggest using a credit card with a 1% or better rebate.
--
Don Guillett
Microsoft MVP Excel
SalesAid Software

"infamouswb" wrote in message
...
I use excel for my checkbook register and I have a budget that "runs"
beside
it to keep a monthly track of everything in the same worksheet. I want to
write a formula that would take, for instance, my gasoline purchases from
the
checkbook, then place and continue to add up the monthly gasoline
purchases
in the budget column. I know very little about formulas. Right now, I
manually add up all the rows that say Gas for the month and place them
into
the budget line. I appreciate your assistance.

How do I make a custom formula for Excel?
 

You will want to make the range absolute before copying down
=SUMPRODUCT((MONTH($A$7:$A$500)=ROW(A1))*($C$7:$C$ 500="gas")*$D$7:$D$500)

--
Don Guillett
Microsoft MVP Excel
SalesAid Software

"Don Guillett" wrote in message
...
Modify to suit. Assumes valid dates in col A, categories like gas in col c
and the amounts in d
=SUMPRODUCT((MONTH(A7:A500)=ROW(A1))*(C7:C500="gas ")*D7:D500)
I suggest using a credit card with a 1% or better rebate.
--
Don Guillett
Microsoft MVP Excel
SalesAid Software

"infamouswb" wrote in message
...
I use excel for my checkbook register and I have a budget that "runs"
beside
it to keep a monthly track of everything in the same worksheet. I want
to
write a formula that would take, for instance, my gasoline purchases from
the
checkbook, then place and continue to add up the monthly gasoline
purchases
in the budget column. I know very little about formulas. Right now, I
manually add up all the rows that say Gas for the month and place them
into
the budget line. I appreciate your assistance.