Excel help: using categories from sheet to the next

1,278 Views | 8 Replies | Last: 9 yr ago by Vernada
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Ryan34
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I'd recommend using an online tool that does this already rather than creating one yourself. JMO
eet_mor_beef
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sounds like sumif or a pivot table might work
powerbelly
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mint.com is what you are looking for
ATL Aggie
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I agree with Ryan, why recreate the wheel? I personally prefer ynab over mint but there is an annual fee to use it.
Tailgate88
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Check out You Need a Budget.
BusterAg
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Use Mint or something else is also my suggestion.

However, if you really want to make your own spreadsheet, look at the sumifs function.
beerag04
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I made a pretty extensive one using sumproduct. Each month of the year has a tab and it pulls for corresponding categories and dates from the account registries of our checking account and credit cards on separate tabs. You select a category from a dropdown for each transaction. I can send it to you as an example if you want it.
diehard03
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quote:
I agree with Ryan, why recreate the wheel? I personally prefer ynab over mint but there is an annual fee to use it.

You can still get the standalone version for the $60. I don't think they offer any discounts anymore. I still think its superior until they get somethings figured out.
Vernada
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You could create an additional tab and on it just list the categories you want to track.

The on the tabs where you log expense, create a category column. Select:

Data--> Data Validation --> Data Validation --> from the drop down select list --> for source navigate over to your category tab and select the range with your categories --> click ok.

Now you can copy that cell all the way down.

So now you can easily select your categories from a preset list.

Then just use SUMIF or SUMIFS to keep track of everything.
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