Categorising bank statements
Hi,
I have exported a spreadsheet from netbank showing all the transactions for the past financial year.
Rather then going through and selecting every individual transaction that would be relevant for a type of expense, I am wondering if there is a formula that will do this for me. E.g I would like to know the total I have spent on petrol this year. What would be the easiest/quickest way of doing this?
Any/all help would be appreciated,
Thanks
depends on how the items are described
you can use various functions such as
SUMIF() SUMIFS() SUMPRODUCT()
can you upload a sample sheet - with dummy info , as this is a public forum
if the description had just the word petrol
=sumif( range with the description, "petrol" , range to sum)
Wayne
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Hi
Thanks fo you help!!
I have attached a dummy version of what my statement looks like.
Dummy Tax.xlsx
you could use a sumif with a wildcard
such as
=SUMIF(C:C, "breakfast*",B:B)
or make a list of criteria and use that
=SUMIF(C:C, D2&"*",B:B)
see attached
how do you identify petrol here ???
Sorry for the late reply.
The petrol will generally be distinguishable by words such as "7-eleven", "Caltex" or "BP".
Is the "*" the wildcard bit? What does this mean? Just trying to learn for next time.
Thank you so much for your help! I really appreciate it!
Clarice
Ps I added to your reputation
it means any characters can appear after breakfast
*breakfast*
means breakfast appears anywhere in the text
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