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...
Riny's suggestion--Pivot Table--is exactly on target. The Pivot Table is one of the most useful ways to summarize exactly the data you've got. If it weren't so personal I'd post my own expense tracking workbook. Thousands of transactions (over the course of the year, checks, bills paid, credit cards) get summarized on one page, by month, by category and sub-category. Exactly what you're trying to do.
I have attached yet another "simple" example, however. And want to draw your attention to another feature that Riny didn't mention. If you click on any cell in the Pivot Table, it will drill down to the underlying rows in the database, which is VERY useful.
Have fun!
Thank you as well! It is reassuring to see multiple people suggesting the same concept!
The examples are also super helpful!
-Ally
The examples are also super helpful!
-Ally