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How do I auto-populate an amount value based off a category drop down list into a cell?
Hello. Looking for some help here with a formula. I started a spreadsheet to help me track every expense, keep track of my budget, etc. On one tab I have a running log of all my transactions for ...
KyleWalts Pivot table would do the task for you. Additionally you can use traditional SUMIFS() function like (as per my below screenshot.
=SUMIFS($B$2:$B$16,$A$2:$A$16,H2)With Microsoft-365 dynamic formulas, you can do these all in one go. Try-
=VSTACK(A1:B1,UNIQUE(HSTACK(A2:A16,SUMIFS(B2:B16,A2:A16,A2:A16))))Download the attached file for better understanding.
This was perfect and exactly what I needed! I used the traditional route and used the SUMIFS function.
Next question if you don't mind, in your example where it has the amounts, is there a way to automatically assign it a color when it hits over my budget amount and when I am under the budget amount.
For example, let's say my budget amount for "Essentials" is $500. In your table on your example, is there a way to make cell I3 automatically turn green when it is UNDER my budget and automatically turn orange when it's within $50 and then finally automatically turn red when it is OVER my budget?
Thanks for your help!
Glad to know. If it helps then please mark my answer as best response. You can use conditional formatting.