Creating a Credit Card Expense tracking sheet

[Assaf Nathan]

Hello

I have the following problem

I would like to create a sheet that will track my credit expenses
I have all my credit card expenses in an excel sheet and I would like t
sum it in the following manner

Business name Amoun
-------------- ------
Wall Street J 10
New York T 9
Albertsons 50
Seas Candies 39.9
BP Fuel 5
..

I would like to sum it up to the following categories

Newspapers 19
Food and Sweets 539.9
Gas 5

I thought about using SUMIFS per each category but then I'd be addin
every possible business name into the categories list which i
impossible

I can create an intermediate list of business names by category

Food And sweet
---------------
Albertsons
Seas Candie

Ga
----
B
Shel

Newspaper
------------
Wall Street
New York

as many of the businesses are repetative, but how can I use thi
intermediate list
I mean - how can I use the businesses under category "Newspapers" t
sum up values related to newspapers from my credit statement

Thanks

 

[Dave Peterson]

I would add another sheet (and hide it??).

I'd use two columns. The first column contains the business name and the second
column would contain the category.

Then I'd add a column to the the first sheet that uses =vlookup() to retrieve
the category so I could use that in the subtotal/pivottable processing.

Debra Dalgleish has lots of notes on troubleshooting =vlookup():
http://contextures.com/xlFunctions02.html#Trouble