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KelseyOdey's avatar
KelseyOdey
Copper Contributor
Jan 12, 2019

Sum of Drop down Lists

I have created a list of categories for a budget.  Then on another worksheet I have all my checking account transactions.  I already created the drop down list to categorize the expense.  Now I want excel to sum all the expenses based on their category.  I keep trying to use the SUMIF function, but for sum reason it is not working for categories that I have multiple expenses under.  Please see my attached file.

 

I want the totals from the monthly transactions to go into the corresponding month on the first worksheet.

1 Reply

  • Haytham Amairah's avatar
    Haytham Amairah
    Silver Contributor

    Hi Kelsey,

     

    I've updated your workbook with the solution, hope you find it helpful.

    You can use either https://support.office.com/en-us/article/SUMIF-function-169B8C99-C05C-4483-A712-1697A653039B or https://support.office.com/en-us/article/SUMIFS-function-C9E748F5-7EA7-455D-9406-611CEBCE642B.

     

    This is the formula in column August:

    =SUMIFS('Checking Account - August'!C:C,'Checking Account - August'!D:D,A2)

     

     

    Regards,

    Haytham

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