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Streamlining Budget Worksheet

  1. #1
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    Streamlining Budget Worksheet

    I am trying to streamline my budget spreadsheet. I work from a daily download of transactions from my bank. I use this information from the bank to post the date, payee and category of each transaction. These posts are linked to a summary sheet.
    Most of the transactions are in a miscellaneous category, so posting them in a column and linking the total to my summary sheet is no problem, but I have about 15 specific, once a month categories. Right now I have horizontal list of these specific categories that I have to scroll horizontally to find to make the entry into and then have a link to my summary sheet. This certainly works, but I don't like the scrolling and searching, and it makes printing sort of messy.

    My question: Is there a formula or method that I can use to have excel recognize the category of these category specific posts and link the value of them to the summary sheet? In other words, if I post a category of "utilities" in cell C20, and a dollar amount in D20, can I get excel to recognize the
    category in C20 and post the value of D20 in another worksheet in a specific cell? I hope that I have explained this in a way that you can understand.

    Thanks

    Wendell

  2. #2
    Forum Expert JBeaucaire's Avatar
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    Re: Streamlining Budget Worksheet

    That's a SUMIF formula.

    =SUMIF(C2:C1000,"Utilities",D2:D1000)

    Now, if that formula were in cell H2, and next to it in G2 was the word UTILITIES, then you could use:

    =SUMIF(C2:C1000,G2,D2:D1000)

    Does that help?
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  3. #3
    Forum Contributor VBA Noob's Avatar
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    Re: Streamlining Budget Worksheet

    wendell,

    Your post does not comply with Rule 8 of our Forum RULES. Cross-posting is when you post the same question in other forums on the web. You'll find people are disinclined to respond to cross-posts because they may be wasting their time solving a problem that has been solved elsewhere. We prefer that you not cross-post at all, but if you do (and it's unlikely to go unnoticed), you MUST provide a link (copy the url from the address bar in your browser)to the cross-post. Expect cross-posts without a link to be closed a message will be posted by the moderator explaining why. We are here to help so help us help you!

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