spreadsheet for totaling expenses by month

SPREADSHEET FOR TOTALING EXPENSES BY MONTH UPDATE

January 1 of the year after the year in A1 of 'this table' (Summary)Įxpenses::B,A3 the category in column B must match the category in January 1 of the year in A1 of 'this table' (Summary)Įxpenses::A,'<'&DATE(A$1+1,1,1), the date in column A of Expenses must be before Summary-1::C2: IF(LEN(A2)='&DATE(A$1,1,1),Expenses::A,'='&DATE(A$1,1,1), the date in column A of Expenses must be on or after In the simpler case above, where all transactions are in the same year, the formula is concerned only with totals for each category. Here's are two small examples illustrating each case. If the document contains transactions during a period of more than a year, you'll need to turn to SUMIFS. If your document lists transactions during a single year, you'll be able to get the totals you want using SUMIF. At the end of the year it will contain the summary that you want.

SPREADSHEET FOR TOTALING EXPENSES BY MONTH UPDATE

The Summary by Category table on the first sheet will then update automatically. Whenever you enter a new transaction just choose the category you want from the Pop-Up Menu in column C on that line. To demonstrate the process, well combine expense sheets from three employees into one final sheet that totals all expenses.

Plus, you can choose the function you want to use from options like SUM, AVERAGE, PRODUCT, and COUNT. Now the Pop-Up Menu with your new categories will be in each cell in that column. It allows you to combine data from different sheets into one spreadsheet. Then select all the cells below C2 in column C and type command-v to paste. Now, with C2 still selected, type command-c to copy it. That sets the Pop-Up Menu to a blank for C2. Then with cell C2 selected choose the blank at the bottom of the list.

You do that in the panel at the right, as shown in the screenshot. To do this first change the Pop-Up Menu choices in cell C2 only. The spelling has to be the same in both places. Then in column C of the Transactions table on the second sheet change the items in the Pop-Up Menu to match the categories you have entered in column A of the Summary by Category table on the first sheet. Select the data range that you will sum by weekday, month, or year, and click Kutools > Content > Advanced Combine Rows. The Monthly Income Balance template is a helpful tool for those who want to stay on top of their finances. This template includes columns for the date, description, amount, and category of each expenses. In the Category column of the Summary by Category table on the first sheet simply replace the existing categories with the categories that you need to track. The Monthly Expense Record template is a simple way to keep track of your monthly expenses. It will take you just a few minutes to customize it for categories that match what you need for your year-end report. You enter the transactions in the Transactions table and the expenses are summarized by category on the first sheet. If you aren't that familiar with Numbers and don't want to reinvent the wheel then I highly recommend that you have a look at the 'Personal Budget' template at File > New in your menu.

Spreadsheet for totaling expenses by month