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Formula help within a budget spreadsheet

  1. #1
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    Formula help within a budget spreadsheet

    Hello. I am making a budget spreadsheet, and would like to add a simple way to have the spreadsheet add up how much was spent each month for each category, based on downloaded account history.

    Please refer to the attached spreadsheet.

    Budget example.xlsx

    What I would like to do, is paste each month's account history into a new tab of the spreadsheet (for example, "Jan2013 Acct Hist" as seen in the spreadsheet), and add a column to the left to designate which budget category applies to each transaction. Then, I would like a formula (for example, in cell M7 of the "Expenses 2013" sheet) to add up all of the transactions that match that cell's month and category designation in the account history sheet.

    I hope this isn't too confusing, but please feel free to ask if you need clarification on anything.

    Thank you in advance for your help.


    Andrew

  2. #2
    Forum Expert Ace_XL's Avatar
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    Re: Formula help within a budget spreadsheet

    Try
    In M7
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    copy across

    Adjust for other months accordingly
    Life's a spreadsheet, Excel!
    Say thanks, Click *

  3. #3
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    Re: Formula help within a budget spreadsheet

    Thank you very much, I modified it to fit the live version of my sheet, and so far it is working perfectly!

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