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Credit Card Statement Sums

  1. #1
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    Credit Card Statement Sums

    Hi,
    I have just created a Credit Card Statement project on Excel (using the pre-made "Credit Card Statement" template under "Ledger Sheets" in the Project Gallery.) The template is great, because it automatically totals my credit expenses in a separate "Balance” column as they’re input. It also enables me to click on the column labeled “Category,” and only look at expenses in certain categories (e.g. groceries, dining, etc.) My problem is, I’d like to see total amounts spent in those specific categories without any other expenses being considered in this sum, nut when I look at expenses in only one category, the “Balance” column still reflects other purchases made in other categories (that is, the value in the Balance column seems to jump because it’s adding stuff from other categories not displayed on the sheet.) I would just Autosum the Credit column once the category has been selected, but with this template, Autosum is grayed-out. I’ve checked, and the sheet is not protected, so I don’t think that’s the issue. Sorry this question is so long!
    Thanks,
    Danny

    System Specs: MacBook
    Mac OS X 10.7.4
    Microsoft Excel 2008 for Mac
    Version 12.3.3 (120411)
    Latest Installed Update 12.3.3

  2. #2
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    Re: Credit Card Statement Sums

    I know this is annoying to do, but I thought I'd refresh this topic since I haven't heard back from anyone. Thanks for your help

  3. #3
    Administrator FDibbins's Avatar
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    Re: Credit Card Statement Sums

    without seeing your workbook, try using sumif(), based on your category?
    1. Use code tags for VBA. [code] Your Code [/code] (or use the # button)
    2. If your question is resolved, mark it SOLVED using the thread tools
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    Regards
    Ford

  4. #4
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    Re: Credit Card Statement Sums

    I'm not sure what that means...I'm not to savvy with excel.

  5. #5
    Forum Expert Kevin UK's Avatar
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    Re: Credit Card Statement Sums

    Hi Thepipesthepipes

    FDibbins means, upload a sample spread sheet with some dummy data and description on the sheet what you require and where. Hope this helps.

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