Forum Discussion
sub boxes
i use excel to keep track of my bills and what i spend. im trying to figure out how to get all my items i spend for a category in a drop down sub folder where i can enter each item and what i spent imputed and then it auto add them on the main cell
example right now on my spread sheet i have a cell where i add everything i spend on gas and enter the amount. i want to create a sub folder on that gas cell where i can enter every gas transaction and what i spent on that gas transaction and have it add the sum up and to reflect on the main gas cell.
can anyone help me with this if it is possible
13 Replies
If I may ask, what kind of drop-down menu do you need?
Dropdown with hyperlink? ... with text options? ... with VBA? ... with colors?...etc.
With your permission, if I can recommend. It can help us all if you upload an Excel file (without sensitive data), no picture.
Even if it is said that a picture can say a thousand words, it is certainly not in the case of Excel, on the contrary in some cases.
You could get a precise solution much faster with a file (w/out sensitive data).
This would also be a blessing for all of us, as we can understand the problem much better, a win-win situation for everyone.
* Knowledge of Excel version and the operating system are a must if you want to get a reasonable solution (Example: office version e.g. 2016 or 2019 or 365 web or 365 pro, etc) and your operating system (e.g. Win10 (2004), Win 10 (1903), Mac, etc.).
Thank you for your understanding and patience
Nikolino
I know I don't know anything (Socrates)
I want the highlighted area to sum up what I put into the drop down. so this is the amount I spend on gas. In the drop down I want to see where I spent the money for gas and the total. so I would input shell in one cell then the total in the next cell and so on for the next few stations I go to as shown below in example 1. the sum of the amounts would then be displayed in example 2 in the highlighted area. hopefully this helps
example 1
example 2
- I can only repeat myself again.
Add a file (without sensitive data) and explain your plans on the basis of this file. Please no photos, especially with Excel these do not help in most cases, sometimes even the opposite.
Let us know which version of Excel and which operating system you have.
You probably don't need a dropdown menu, rather see a pivot table that suits your project.
But first, please read the above information.
Thank you for your understanding and patience
Nikolino
I know I don't know anything (Socrates)
adversi yes something like that. i want the highlighted area to sum up what I put into the drop down. so this is the amount I spend on gas. In the drop down I want to see where I spent the money for gas and the total. so I would input shell in one cell then the total in the next cell and so on for the next few stations I go to as shown below in example 1. the sum of the amounts would then be displayed in example 2 in the highlighted area. hopefully this helps
example 1
example 2
Thanks for clarifying. You will need to create a SUMIF relation.
For example 1, Column C or the last column of your expenses should have the dropdown option.
You can do this by:
1. Select all the cells in Column C that you need and go to the Data section of the ribbon and select Data Validation.
2. From there you change the Allow: option to List and under Source: you can select all the options you have listed under the 15th of the month column in your Example 2 screenshot.
3. Under your Actual Cost column in Example 2, your SUMIF formula should be like this (used placeholders to give a better detail of what the formula needs):
More information can be read https://www.excel-easy.com/examples/sumif.html.
=SUMIF(Example1ColumnC,Example2B38,Example1ColumnB)
