You've written
I know how to do the sum for the income/expense and stuff
So that implies that you've got a worksheet going that does summarize and total those two categories. Why don't you share a copy of that workbook so we can work with what you've already done, perhaps improving it some, but definitely seeing something concrete to respond to. If you can't post the workbook to this forum, try saving it in OneDrive or GoogleDrive and granting access to the public (obviously delete any truly personal info first).
You also wrote:
I’m just not sure if it’s possible to make anything with the tax portion on some columns.
And I think you mean what you referred to in an earlier message, something to the effect, "taking off 13% from some income/expenses". And we should start with "OF COURSE it's possible." For example, if cell B1 contains the expense amount including a 13% tax, this formula in cell C1 would yield the amount of the expense before the tax was applied. =B1/1.13
I've done a quick and dirty example of a slightly different--and highly recommended--way to record and summarize income and expenses. I used your database as a starting point, and did not fully understand the hidden column in yours (and as it was read-only I couldn't open it).... I added some random numbers for Feb and March, just to illustrate how easily this summarizes by both month and category. I also put all amounts into a single column, and used a separate column to desi
But what you'll see is I think a better way to track income and expenses, and makes use of the Excel feature known as a Pivot Table to summarize. Here's a screen grab of the Pivot Table, which was easily constructed from the database.
Here's a ink that explains how to construct and refine Pivot Tables.
https://exceljet.net/glossary/pivot-table
You'll find many resources on YouTube as well.
Accepted Solutions
I've done a quick and dirty example of a slightly different--and highly recommended--way to record and summarize income and expenses. I used your database as a starting point, and did not fully understand the hidden column in yours (and as it was read-only I couldn't open it).... I added some random numbers for Feb and March, just to illustrate how easily this summarizes by both month and category. I also put all amounts into a single column, and used a separate column to desi
But what you'll see is I think a better way to track income and expenses, and makes use of the Excel feature known as a Pivot Table to summarize. Here's a screen grab of the Pivot Table, which was easily constructed from the database.
Here's a ink that explains how to construct and refine Pivot Tables.
https://exceljet.net/glossary/pivot-table
You'll find many resources on YouTube as well.