Forum Discussion
VANTEROUS
Jun 26, 2021Copper Contributor
Sum of Single Value over Multiple Tables over Multiple Sheets
I'm currently working on tracking my expenses in an Excel document and would like a page dedicated to my annual spend. I titled this page "Overview" and here, I would like to show the total amount of...
Riny_van_Eekelen
Jun 26, 2021Platinum Contributor
VANTEROUS My first advise would be to get rid of the monthly schedules. Just enter all your income and expenses in one well structured table, and create your summaries from there. The table could have columns like Date, Type (Income/Expense) Category (Food, Automotive, etc.), Sub-category (Subway, Wingstop, Pizzahut, etc.) and Amount.
Pivot tables can help you summarise all these transactions by date, month, quarter or year without much trouble.