VLOOKUP, INDEX/MATCH, SUMIFS...cant make it work

**kdk616** · 07-06-2015, 07:18 PM

Sorry for any mess-ups on my part... first post here. Id say I am an advanced Excel user, but all self trained. Any help is greatly appreciated!

I currently have two sheets I am using for budgeting. I understand how to link them together, but cant get VLOOKUP, INDEX/MATCH, SUMIFS, or any of the similar functions to return the data I need.

I am using my "Expenses" file to track what I spend, and my "Budget" file to set my budget and track total spent in each category. Categories are shared identical in both sheets.

What I would like to do is have the total value of all money spent in each category, as tracked in "Expenses", reflected in the Actual column of the table in "Budget." I input each transaction by data, chronologically, which creates the multiple line items of the same category.

Expenses:
Expenses.JPG

Budget:
Budget.JPG

So, for example, I would like a value of 143.23 to appear in C33. But as you can see, it is only displaying the highest value. This formula is what is currently in Cell C33 of "Budget":

=IFERROR(VLOOKUP(A33,[Expenses.xlsx]July'!$C$9:$E$69,3,0),"$F$1")

I understand VLOOKUP only returns the highest value, and I understand that that is my issue. Just couldnt find any other solution out there. I am using IFERROR to avoid the "#N/A" return if the the category isnt used (F1 is an empty cell, which is what I want).

Thanks again, in advance.

Kyle

**p24leclerc** · 07-06-2015, 08:54 PM

You could try this formula.
It sums all the Transportation cells where the Category is equal to cell A33.

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It should work but I can't test it.

**FDibbins** · 07-07-2015, 01:34 AM

Welcome to the forum

Hopefully, the above will help. If not, please upload a sample of your workbook, not a picture of your data. Pictures are pretty much impossible to edit, and no-one wants to re-type your data for you

Also, not all members can upload picture files (Company firewalls and stuff) - and, depending on what browser is being used, some pics dont even show up on the forum

Your workbook should show a small desensitized example of the data you are working with and a manual mockup of the expected results.