Categorizing Expense Totals

  • Thread starter Thread starter la90292
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la90292

I have downloaded my credit card charges and have created a spreadsheet
where Column A, is the date of the charge; B, is the code I given for each
expense; C, is the amount of the expense; and D, the Payee . For example, my
business expenses are B, disputed charges are D and re-imburseable vendor
charges are R.

How would I create formulas for each category that would provide me with the
total for each B, D and R expenses? B, D and R codes are in listed in the B
column and the amount of the expense is listed next to it in the C column.

Thanks for your help, Victor
 
my data area went thru row 7 (yours is porbably longer so
change the seven to your number in the following)

in cell c8 =SUMIF($B$2:$B$7,B8,$C$2:$C$7)
in cell c9 =SUMIF($B$2:$B$7,B9,$C$2:$C$7)
in cell c10 =SUMIF($B$2:$B$7,B10,$C$2:$C$7)

The information in cell b8, b9, and b10 is the information
that you want to have added so it should match those
codes. So in b8 put b, in b9 put d, b10 put r.

**You can put it a few rows after your data (or on another
sheet)

hope this helps..
 
Hi Ozzie,

Thanks for your prompt reply. I do not understand the "The information in
cell b8, b9, and b10 is the information that you want to have added so it
should match those codes. So in b8 put b, in b9 put d, b10 put r." Assuming
my spread sheet has rows C1:C81 with the codes b, d & r and D1:D81 with the
amount of the expense, how do I format the formula respectfully.

Thanks again, Victor
 
see formula changes below:


in cell c85 =SUMIF($B$1:$B$81,B85,$C$1:$C$81)
in cell c86 =SUMIF($B$1:$B$81,B86,$C$1:$C$81)
in cell c87 =SUMIF($B$1:$B$81,B87,$C$1:$C$81)
 
Just realized that b1 though b81 doesn't contain the
information you're summing but d1 through d81 does. So
change the formula

in cell c85 =SUMIF($d$1:$d$81,d85,$C$1:$C$81)
in cell c86 =SUMIF($d$1:$d$81,d86,$C$1:$C$81)
in cell c87 =SUMIF($d$1:$d$81,d87,$C$1:$C$81)
 
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