Sum of Drop down Lists

Occasional Visitor

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

Hi Kelsey,


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

You can use either SUMIF or SUMIFS.


This is the formula in column August:

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





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