Forum Discussion

Rhys Smith's avatar
Rhys Smith
Copper Contributor
Mar 25, 2018

Need some help regarding a workable formula

Hi all,

 

I am looking to see if anybody would be able to help make a workable formula for my budget I am making for myself.

 

I have attached two images - hopefully this makes sense?

Basically when I have detailed breakdowns of purchases and when I select the 'month' it was purchased and 'section' it should go in, the amount I put in the 'payments' section should reflect true in the first sheet that is less detailed

 

thanks

and sorry in advance for possibly not making sense :)

 

 

 

 

 

  • Detlef_Lewin's avatar
    Detlef_Lewin
    Silver Contributor

    Rhys,

     

    are you sure you are in the right community? The screenshots don't look like Excel.

     

    • Rhys Smith's avatar
      Rhys Smith
      Copper Contributor

      Hi Detlef,

       

      Thanks for the response - the version I use for Excel would probably be classed as 'ancient' these days, it is around the 2010 version...
      I was hoping although it is an older version of Excel the formulas would still be very similar?

      Regards
      Rhys

      • Detlef_Lewin's avatar
        Detlef_Lewin
        Silver Contributor

        Rhys,

         

        I just noticed the tag "Excel on Mac". That's why it looks so different.

         

        I would recommend a pivot table. Simple and efficient.