Creating Personal Expense Tracking Form

May 14, 2006

I'm trying to make a spreadsheet that will track my expenses. What happens is I enter in my daily expenses in a "Notes" worksheet. This includes the date, whether it's a debit/credit, and what category is it (rent, tuition, entertainment, work income etc). It looks like this

Date - - - - - - Debit - - - Credit - - - Category
1-May-06........................$500...........Rent
4-May-06........................$30 ..........Dining out
etc..

Then I have another worksheet called "Expense outline" which pretty much sums all expenses in each category and displays a summary. So it would show how much I have spent in total on each category for each month. Looks something like this

------------------May-----------June---------July...
Rent..................$300
Cable/TV............$50
Internet.............$50
Dining out..........$100
Entertainment.....$50

So what I did for the Entertainment summary for the month of May was, I used a SUMIF(column of categories, "Entertainment", column of credits). This will look for the category name "Entertainment" in my "notes" worksheet, and sums the corresponding amount from the credit row. The problem is, I also want to include it so that it will automatically differentiate between the different months. Right now, when I'm choosing the column of categories for May, I select only the cells in the month of may when I'm choosing my column of categories and credits.

For example:....................

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