Creating a budget from a list of transactions

  • Thread starter Thread starter Mctabish
  • Start date Start date
M

Mctabish

I have a list of purchases/payments. I would like to create a spreadsheet
that will break these down by payee and month. I know that if I want to get
either month OR payee, I can use sumif, but how do I break it dow by month
AND payee?

Here is my PAYEE breakdown: =SUMIF('bussiness
expenses'!B$2:B$138,A2,'bussiness expenses'!D$2:D$138) With PAYEE being in
column A on current sheet, and column B for the lookup.
My transaction date is in column A on bussiness (I know I have business
mis spelt, but...)

How would I do this?

Thanks
 
Try something similar to:

=sumproduct((Rng1=Payee)*(Rng2=Month)*(SumRng))

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Damon Longworth

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Have you thought about using a pivot table with payee in the rows and month
in the columns.

hope this helps
Rowan
 

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