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How to do a running total of different accounts in a table

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    How to do a running total of different accounts in a table

    Morning guys

    I decided to build myself a finance spreadsheet to help keep track of my money and goals

    I have a list of transactions in a Table from my current account with running total for each transaction. I then added an "Account Type" column with a drop down list to choose either "Current" or "Savings" this is where I am stuck. How can I get my running total to "realise" there are 2 different accounts now and they should be treated separately rather than using both accounts for the running total

    Any help would be greatly appreciated

    Thanks

    Jonny

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    Re: How to do a running total of different accounts in a table

    Without an example I should say take a look at one of these functions:

    SUMIF
    SUMIFS
    SUMPRODUCT
    or a PIVOT Table
    Willem
    English is not my native language sorry for errors
    Please correct me if I'm completely wrong

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    Re: How to do a running total of different accounts in a table

    Best thing would be to post a sample of your Excel sheet. (Go Advanced, Manage Attachments and then upload your file).
    Glenn




    None of us get paid for helping you... we do this for fun. So DON'T FORGET to say "Thank You" to all who have freely given some of their time to help YOU.

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    Re: How to do a running total of different accounts in a table

    Here is a shortened example

    Thanks for the input guys!

    Cheers

    Jonny
    Attached Files Attached Files

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    Re: How to do a running total of different accounts in a table

    Something like this?
    Attached Files Attached Files

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    Re: How to do a running total of different accounts in a table

    I have to rush out... This may be the same as popipipo...
    Attached Files Attached Files

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    Re: How to do a running total of different accounts in a table

    At a quick glance - no: I've done whatever I've done in a different way. Back in about 4 hrs if it needs to be tweaked...

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    Re: How to do a running total of different accounts in a table

    I like that set up especially choosing the accounts option Popipipp I would like to possibly having a running total after every transaction for both accounts

    For example
    If I click current account there will be a column own the side of Sum Paid Out called something like Balance and it updates after every transaction entered or maybe have 2 columns one for savings and one for current?

    What do you guys think?

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    Re: How to do a running total of different accounts in a table

    Glenn that layout is along the lines of what I was thinking

    I have applied the formula to my transactions sheet everything is perfect except I had to change the formula in the savings column from

    =SUMIF(A$6:A76,"Savings",F$6:F76)+SUMIF(A$6:A76,"Savings",G$6:G76) to

    =SUMIF(A$6:A76,"Savings",F$6:F76)-SUMIF(A$6:A76,"Savings",G$6:G76) as my balance's where coming out negative?

    Once I changed it to a negative in the formula my balances went positive however when there is a "Paid Out" it
    still adds this onto the savings balance where it should subtract this from the savings balance

    Any advice?

    Many Thanks

    Jonny

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    Forum Moderator Glenn Kennedy's Avatar
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    Re: How to do a running total of different accounts in a table

    A couple of things.

    Firstly, I'm an idiot. I didn't see column A: where you already have Savings/current. So you were right to change the ranges.

    Secondly, if you look at the attachment on my post (#6) the sign WAS minus, not PLUS. It should be MINUS. That one's down to you.

    The third is a bit more puzzling. Look look closely at my formula in I6 Reposted here, (with corrected references to column A...). It reads =SUMIF(A$6:A6,"Savings",F$6:F6)-SUMIF(A$6:A6,"Savings",G$6:G6).

    It's A$6:A6 not A76.

    It all seems OK to me... If you spot anything wrong, please attach the sheet again showing the exact line where it's falling over (if it's now confidential, PM me and I'll send you an email address).
    Attached Files Attached Files

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    Re: How to do a running total of different accounts in a table

    Thats it working perfectly now I am not sure what went wrong I think it was down to me not using double entry for bank transfers after I done this and used the original formula it was all good!

    Thank you very much for you time and help!

    Jonny

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    Re: How to do a running total of different accounts in a table

    You're welcome!!

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