Forum Discussion
Expenses Spreadsheet
Hi there! I'm trying to create a workbook that will allow me to enter expense information (receipts) on one worksheet (The columns are the following: Date, Payee, Category, Subcategory, Descripti...
You seem to have thought out a good data structure for your project. I suggest you familiarise yourself with Pivot Tables. I believe it's very suitable for the kind of analysis you want. The attached workbook gives a very simple example. Hopefully, it helps you to get started.
NOTE: I put the table directly under the data, so that you have all in one view. You usually put the table in a separat (new) sheet though.
- Thank you so much!
I will have to read up and familiarize myself with this concept!
Much appreciated!
-Ally
