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James_Stallcup's avatar
James_Stallcup
Copper Contributor
Oct 14, 2022
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I need to subtotal similar items in a checkbook spreadsheet monthly by category

I have a spreadsheet for a checkbook used by a condo association. We display subtotals every month of different expenditure types such as lawn care, maintenance, insurance, legal, utilities, etc. The...
  • mathetes's avatar
    Oct 14, 2022

    James_Stallcup 

     

    You write: I need to build a new spreadsheet within the workbook to display these subtotals for each category(the number of categories doesn't change) for each month.

     

    And I first want to challenge that "need," by suggesting that what you really need is to display the subtotals for each category for each month. That is to say, whether or not a "new spreadsheet within the workbook" is what you need is questionable. Are you aware of the Pivot Table? Since your database already identifies months (dates) and categories, the Pivot Table would readily grant you your subtotals, with the ability to identify all of the backup details as needed. And a Pivot Table would work without new formulas, could be refreshed at will.....

     

    Here's a good resource to learn about PivotTables.

     

    If you want more guidance, might I suggest that you post a copy of your current workbook, either on OneDrive or GoogleDrive, posting here a link that grants access to it.

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