Forum Discussion
Excel - Formula Needed to Sum YTD Totals in Cells Every 4 Columns Apart
I'm going to suggest you change your approach altogether. Excel has a marvelous tool called the Pivot Table. Using it--I've attached an example--you can let Excel do all the heavy lifting of summarizing totals for income and expense, doing so by month and by income and expense categories. All you need to do is enter the raw data for each cash flow event.
Here's a good source for learning how the Pivot Table works. You'll also find a great array of videos on YouTube.
I'm going to suggest you change your approach altogether. Excel has a marvelous tool called the Pivot Table. Using it--I've attached an example--you can let Excel do all the heavy lifting of summarizing totals for income and expense, doing so by month and by income and expense categories. All you need to do is enter the raw data for each cash flow event.
Here's a good source for learning how the Pivot Table works. You'll also find a great array of videos on YouTube.
