Hi,
Can the formulas in column N be adjusted so as to not include when Type is either "CC Payments" or "Transfers" ?
Thank you
Formula:Please Login or Register to view this content.
Hi,
Can the formulas in column N be adjusted so as to not include when Type is either "CC Payments" or "Transfers" ?
Thank you
Formula:Please Login or Register to view this content.
Is this what you want?
=SUMPRODUCT([Amount]*(--([Date]<=[@Date]))*([Type]<>"CC Payments")*([Type]<>"Transfer")*([Type]<>"Income")*(-1)+([Type]="Income"))
If not, then provide 10 rows of expected results (manually).
Ali
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I don't think that is right. It should keep a running total as transactions are added.
I applied the new formula and the first line goes to negative amount even though it was a positive income.
Where are the manually mocked-up expected results that I asked for?
Please explain in WORDS what the formula is meant to be doing in its entirety.
The first line is showing a positive 5, not a negative ...
It should keep a running total of Income, Expenses, or Savings. When there are CC Payments or Transfers these transactions should not be included in the running total. I will work on the manual entries.
Try, =SUMPRODUCT(-[Amount]*([Date]<=[@Date])*([Type]<>"CC Payments")*([Type]<>"Transfer")*([Type]<>"Income")+[Amount]*([Date]<=[@Date])*([Type]="Income"))
Try this:
=IF(N13="Balance",[@[CSV Amount]],IF(OR([@Type]="CC Payments",[@Type]="Transfer"),N13,N13+[@[CSV Amount]]))
Thank you very much for your help @AliGW and @josephteh they both are achieving desired results.
Excellent!
In future, please ALWAYS include some expected results and a clear explanation of what the formula is meant to be doing. It will make your helpers' lives much easier.
Okay will do. Thanks.
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