+ Reply to Thread
Results 1 to 7 of 7

Categorizing Budget Items

  1. #1
    Registered User
    Join Date
    11-04-2014
    Location
    Manhattan
    MS-Off Ver
    Mac 2008
    Posts
    3

    Categorizing Budget Items

    I am trying to categorize budget items. When I enter an expense, the type of expense, the date and other details in a row and in separate columns, I am trying to have a column that if I put an "x" in it, then the other cells in that row that have to do with that expense are copied and placed in a separate spreadsheet. I am doing this to have one spreadsheet that has all of my expenses, and a second spreadsheet that only has expenses of a certain type. In the past I have manually copied and pasted each time that I enter an expense of this special type, but I do not want to do that anymore if there is a way to do it more simply.

  2. #2
    Forum Expert
    Join Date
    12-03-2009
    Location
    Florence, Italy
    MS-Off Ver
    Excel 2019
    Posts
    1,796

    Re: Categorizing Budget Items

    Hi,

    please give a look at the sample fole where I'm using two service columns to do the trick.

    If you mark in column C with a "X" any of the description of column A (just one X is enough per description), the second sheet filters your choices.

    Formulae in second sheet are array INDEX to be confirmed with control+shift+enter

    Formula: copy to clipboard
    Please Login or Register  to view this content.



    I'd need a sample file to be more specific.

    Just for sharing a first idea.

    Regards
    Attached Files Attached Files
    -----------------------------------------------------

    At Excelforum, you can say "Thank you!" by clicking the star icon ("Add Reputation") below the post.

    Please, mark your thread [SOLVED] if you received your answer.

  3. #3
    Forum Guru
    Join Date
    08-05-2004
    Location
    NJ
    MS-Off Ver
    365
    Posts
    13,582

    Re: Categorizing Budget Items

    In the next column, which you can hide after you enter the formulas, starting at beginning of data, let's say data starts row 2 and x's are in column H

    I2=IF(H2="x", H2&COUNTIF($H$2:$H2,"x"), "") copied to maximum you think will be necessary
    Then in sheet 2
    In A2 copied to the right and down.
    =INDEX(A$2:A$150, MATCH("x"&ROWS($A$1:$A1), $I$2:$I$150,0))
    Does that work for you?
    ChemistB
    My 2?

    substitute commas with semi-colons if your region settings requires
    Don't forget to mark threads as "Solved" (Edit First post>Advanced>Change Prefix)
    If I helped, Don't forget to add to my reputation (click on the little star at bottom of this post)

    Forum Rules: How to use code tags, mark a thread solved, and keep yourself out of trouble

  4. #4
    Registered User
    Join Date
    11-04-2014
    Location
    Manhattan
    MS-Off Ver
    Mac 2008
    Posts
    3

    Re: Categorizing Budget Items

    That is a great start! I can tell this is moving in the right direction. Attached is a sample file. I am trying to get the items marked with an x in column D to be copied to the Special Expense Item Sheet.

    I am interested to see how the formula you proposed would work into this?

    Thank you for your help!Expense Items Budget.xls

  5. #5
    Forum Expert
    Join Date
    12-03-2009
    Location
    Florence, Italy
    MS-Off Ver
    Excel 2019
    Posts
    1,796

    Re: Categorizing Budget Items

    Hi,


    attached an example.

    Array INDEX have orange background.

    Regards
    Attached Files Attached Files

  6. #6
    Registered User
    Join Date
    11-04-2014
    Location
    Manhattan
    MS-Off Ver
    Mac 2008
    Posts
    3

    Re: Categorizing Budget Items

    Canapone,

    Your formula seems to work perfectly in the example file you did. However, I am unable to replicate this process in the actual file I am using. Sorry, the formula is a little over my head I am afraid. I have attached the actual file I am working with and trying to get to work. Is there any way you could show me how the formula would work here?

    In the 'Checkbook' Tab, I enter my expenses. Then, in column 'F' I write 'Credit Card' If I used my Credit Card (I do this instead of putting 'X')

    When I write "Credit Card' in an expense line, I want it to be copied over to my 'Credit Card' Sheet.

    Does this make Sense? Sorry to be a bother- I so appreciate your help!

    WBT 2015 Rough 2.xls

  7. #7
    Forum Expert
    Join Date
    12-03-2009
    Location
    Florence, Italy
    MS-Off Ver
    Excel 2019
    Posts
    1,796

    Re: Categorizing Budget Items

    Hi,

    no problem: please see formulae (array INDEX to be confirmed with control+shift+enter) in the attachment.

    Cheers
    Attached Files Attached Files
    Last edited by canapone; 11-05-2014 at 01:50 AM.

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. budget formula. 2 different formulas for yearly budget SUMIF?
    By italianstallion in forum Excel Formulas & Functions
    Replies: 1
    Last Post: 03-04-2013, 05:20 AM
  2. [SOLVED] IF function to define over budget or under budget
    By mrose in forum Excel - New Users/Basics
    Replies: 8
    Last Post: 06-15-2012, 02:57 PM
  3. Pulling weekly budget data into monthly budget
    By MarkRabbit in forum Excel General
    Replies: 4
    Last Post: 10-19-2008, 04:28 PM
  4. Divide Monthly Sales Budget to Day budget
    By Benedikt Fridbjornsson in forum Excel Programming / VBA / Macros
    Replies: 3
    Last Post: 01-11-2006, 03:25 PM
  5. Divide Monthly Sales Budget to Day Budget
    By Benedikt Fridbjornsson in forum Excel Formulas & Functions
    Replies: 2
    Last Post: 01-10-2006, 11:45 AM

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1