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Linda_Meredith's avatar
Linda_Meredith
Copper Contributor
May 21, 2023
Solved

Debit amount format to minus value

I downloaded a bank statement.  Although the transactions are labeled Credit/Debit the amount column has no format so when I insert the data into a pivot table the sum is not correct, it simply totals all of the transactions into one total val.  I know there's a way to make the Debits negative numbers but I can't figure it out.

Thanks for any help.

Linda

  • Linda_Meredith You could add a helper column.

     

    Let me assume that the label column (containing "Credit" or "Debit") is column B and the monetary amount is in column E. Then, with data starting in row 2 (just below column headers), you can put this formula into the helper column, and copy it down:

    =IF( B2="Credit", E2, IF(B2="Debit", E2*-1, "What?? " & E2) )

    (The spaces are included for readability; they are not required.)

     

  • SnowMan55's avatar
    SnowMan55
    Bronze Contributor

    Linda_Meredith You could add a helper column.

     

    Let me assume that the label column (containing "Credit" or "Debit") is column B and the monetary amount is in column E. Then, with data starting in row 2 (just below column headers), you can put this formula into the helper column, and copy it down:

    =IF( B2="Credit", E2, IF(B2="Debit", E2*-1, "What?? " & E2) )

    (The spaces are included for readability; they are not required.)

     

    • Linda_Meredith's avatar
      Linda_Meredith
      Copper Contributor

      My gosh! Thank you so much.  I've racked my brain trying to get a resolution and still managing the values manually.  This is great!

      Than you so much.

      Linda

       

       

       

      SnowMan55 

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