Formula help

[Guest]

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

 

[Scoops]

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

 

[Guest]

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]

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