Budgeting Help

[longhmckiss]

Hello all -

I am new to the forums, and came here because I could use some help in implementing my budget plan. I have based my workbook on the standard Excel personal budget workbook, but have made some modifications. I have one sheet of all monthly transactions, which are grouped into a table with the following columns: date, merchant, description, amount, transaction type, category, and account. On another sheet, I have budget details that groups all transactions by category type, measures against projected amount, and breaks down cost ranking.

Here's my question: I would like to set up a formula that automatically pulls all expenses of a certain type to the budget details sheet and adds them together (for example, all auto costs throughout the month pulled into the auto amount and added up to the total). I thought I had this down, but it's taking more manual work than I'd like - I'd like to set up the formulas and let it automatically populate.

Can anyone help with this?

Thanks in advance!!

[roki4]

Try a sumif() function and specify your criteria.