Daily expense spreadsheet- Can categories be filtered out?

[deloid]

I have a daily business expense spreadsheet with 35 categories. I'm not well versed with Excel and am building the spreadsheet based on a fine looking template from Youtube. What I need help with is finding a way to pull or filter each category at the end of the year and get a summation of each separate category. I hope I have explained this well enough. Is this possible and if yes how can this be done?

Thanks!
Dean

[FDibbins]

Hi, welcome to the forum

hard to give directions without seeing what we would be applying this to

To best describe or illustrate your problem you would be better off attaching a dummy workbook. The workbook should contain the same structure and some dummy data of the same type as the type you have in your real workbook - so, if a cell contains numbers & letters in this format abc-123 then that should be reflected in the dummy workbook.

To attach a file to your post,
click advanced (next to quick post),
scroll down until you see "manage file",
click that and select "add files" (top right corner).
click "select files" find your file, click "open" click "upload" click 'done" bottom right. click "submit reply"

Once the upload is completed the file name will appear below the input boxes in this window.
You can then close the window to return to the new post screen.

[deloid]

I attached the file. I didn't put in dummy numbers because There is a problem with the function of the Grand total. I don't know how to set that up. I think I understand the categories now. I think I pull down the drop down on categories and use the filter.
Dean

[Bagloon]

Hi Dean
I use Excel a lot for exactly this purpose, but I think you would be better to have a front data sheet where you enter the data, and a second report sheet where you summarise and display the information you want. I make extensive use of array formulas for this, but you could also use a pivot table to extract and summarise the information. The workbook you have uploaded just uses the Auto filter from the Home tab to enable you to select various pieces of information, and is pretty basic.

Use the Data - Data Validation command tab to set drop-down lists of the categories for your expenditure in the column with your categories. This saves typing and ensures you use consistent categories that you can then search and sort against.

I just put together and quick and dirty sheet and report - nothing too fancy, you can build on it. Note that dynamic named ranges are used to interrogate the data and generate the report.

Hope this helps

Bagloon