copying cell date to another sheet that meet criteria

Lynwood

New Member
Joined
Feb 13, 2024
Messages
2
Office Version
  1. 2010
Platform
  1. MacOS
I'm trying to take data from my check register sheet and put it in my Year to date sheet. What I need excel to do is look in the category column list for "Business Lunch in my check register and if it find it, then look at the date column for the date of the transaction and then place the amount from the withdraw column into my Year to Date sheet.
Can anyone help me on this issue? I am using excel 2011 on my MacBook.
 

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From the first blank cell below a filtered data set, press Alt+=. Instead of SUM, you will get SUBTOTAL(9,)
I'm trying to take data from my check register sheet and put it in my Year to date sheet. What I need excel to do is look in the category column list for "Business Lunch" in my check register and if it find it, then look at the date column for the date of the transaction and then place the amount from the withdraw column into my Year to Date sheet. Also if there is more then one business lunch that month it should add them together. in this example since cell E4 is business lunch and the date is in February, then cell F4 ($60.00) from the check register should be put in cell C4 in the year to date sheet.
Can anyone help me on this issue? I am using excel 2011 on my MacBook.

DateTransactionsCheck No.DescribtionCategoriesWithdraws (-)Deposits (+)
Beginng Balance
1/16/24​
ACHRENT INRENT IN
500.00​
1/16/24​
EFTMY BANKOwner's Salary
200.00​
2/13/24​
CardLong HornsBusiness Meetings
$60.00​


JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC
Lawn Care
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
Tools
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
Vehicle Expenses
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
Business Lunch
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
$0.00​
 
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