charlesstricklin
Board Regular
- Joined
- May 6, 2013
- Messages
- 98
- Office Version
- 2021
- Platform
- Windows
I don't know if this is possible, but I know where to ask.
Suppose I've got a lot of line items sorted by date (think of a check register
(BTW, I don't you guys seeing my real data. It's practically a year old anyway)
Now imagine that I wanted to sort and separate by date:
Or sort by vendor, or category, or Income and Expense, is there already an easy-peasy equation or button or sort that would those for me? I wouldn't know how you'd refer to the technique if there were.
Thanks in advance,
Suppose I've got a lot of line items sorted by date (think of a check register
(BTW, I don't you guys seeing my real data. It's practically a year old anyway)| Date | Description | Amount | Category | Type |
| 1/3/2023 | Babe's Old Fashioned Hamburgers | $ (13.79) | Eating Out | Expense |
| 1/3/2023 | Burger King | $ (13.72) | Eating Out | Expense |
| 1/3/2023 | Matamoros Mexicam Restauramt | $ (24.00) | Eating Out | Expense |
| 1/3/2023 | H-E-B | $ (22.99) | Gas | Expense |
| 1/3/2023 | QT | $ (28.09) | Gas | Expense |
| 1/3/2023 | QT | $ (21.10) | Gas | Expense |
| 1/3/2023 | QT | $ (9.93) | Gas | Expense |
| 1/3/2023 | QT | $ (2.05) | Geedunk | Expense |
| 1/3/2023 | QT | $ (2.05) | Geedunk | Expense |
| 1/3/2023 | QT | $ (2.05) | Geedunk | Expense |
| 1/3/2023 | QT | $ (2.05) | Geedunk | Expense |
| 1/3/2023 | QT | $ (2.05) | Geedunk | Expense |
| 1/3/2023 | QT | $ (1.72) | Geedunk | Expense |
| 1/3/2023 | H-E-B | $ (79.76) | Groceries | Expense |
| 1/3/2023 | Lyft | $ 27.11 | Lyft Income | Income |
| 1/3/2023 | Lyft | $ 120.15 | Lyft Income | Income |
| 1/3/2023 | Uber | $ 53.09 | Uber Income | Income |
| 1/3/2023 | Uber | $ 84.05 | Uber Income | Income |
| 1/3/2023 | Uber | $ 111.79 | Uber Income | Income |
| 1/4/2023 | Pappasito's Cantina | $ (33.00) | Eating Out | Expense |
| 1/4/2023 | QT | $ (14.01) | Gas | Expense |
| 1/4/2023 | QT | $ (6.74) | Geedunk | Expense |
| 1/4/2023 | QT | $ (2.05) | Geedunk | Expense |
| 1/4/2023 | Progressive Renter's Insurance | $ (19.76) | Renter's Insurance | Expense |
| 1/5/2023 | Jason's Deli | $ (13.32) | Eating Out | Expense |
| 1/5/2023 | QT | $ (20.50) | Gas | Expense |
| 1/5/2023 | QT | $ (2.05) | Geedunk | Expense |
| 1/5/2023 | Shell | $ (6.69) | Geedunk | Expense |
| 1/5/2023 | Lyft | $ 78.63 | Lyft Income | Income |
| 1/5/2023 | Uber | $ 68.87 | Uber Income | Income |
| 1/6/2023 | Babcock Automotive | $ (86.12) | Car Repair | Expense |
| 1/6/2023 | Snap Finance | $ (26.59) | Car Repair | Expense |
| 1/6/2023 | Renaissance Dental Insurance | $ (39.52) | Dental | Expense |
| 1/6/2023 | Pizza Italia | $ (22.60) | Eating Out | Expense |
| 1/6/2023 | QT | $ (5.73) | Geedunk | Expense |
| 1/6/2023 | QT | $ (2.05) | Geedunk | Expense |
| 1/6/2023 | QT | $ (2.05) | Geedunk | Expense |
| 1/6/2023 | QT | $ (2.05) | Geedunk | Expense |
| 1/6/2023 | Draiver | $ 76.81 | Ridehare Income | Income |
| 1/6/2023 | Multi-Car Retractable Backseat 3 in 1 Car Charging Station Box | $ (59.50) | Business | Expense |
| 1/9/2023 | Domino's | $ (10.84) | Delivered Food | Expense |
| 1/9/2023 | Chick-fil-a | $ (11.25) | Eating Out | Expense |
| 1/9/2023 | McDonald's | $ (10.66) | Eating Out | Expense |
| 1/9/2023 | The Magnolia Pancake Haus | $ (24.00) | Eating Out | Expense |
| 1/9/2023 | QT | $ (14.63) | Gas | Expense |
| 1/9/2023 | QT | $ (7.33) | Geedunk | Expense |
| 1/9/2023 | QT | $ (2.05) | Geedunk | Expense |
| 1/9/2023 | QT | $ (2.05) | Geedunk | Expense |
| 1/9/2023 | Shell | $ (6.08) | Geedunk | Expense |
| 1/9/2023 | Lyft | $ 35.30 | Lyft Income | Income |
| 1/9/2023 | Uber | $ 95.61 | Uber Income | Income |
| 1/9/2023 | MacBook Pro memory, Xiaomi Mi Precision Screwdriver Set | $ (142.74) | Electronics | Expense |
| 1/10/2023 | QT | $ (7.64) | Geedunk | Expense |
| 1/11/2023 | QT | $ (14.91) | Gas | Expense |
| 1/11/2023 | Social Security | $ 1,287.00 | Social Security Income | Income |
| 1/12/2023 | Progressive | $ (307.74) | Car Insurance | Expense |
| 1/12/2023 | Uber Eats | $ (15.51) | Delivered Food | Expense |
| 1/12/2023 | Uber Eats | $ (3.00) | Delivered Food | Expense |
| 1/12/2023 | Subway | $ (10.69) | Eating Out | Expense |
| 1/12/2023 | QT | $ (4.74) | Geedunk | Expense |
| 1/13/2023 | Snap Finance | $ (26.59) | Car Repair | Expense |
| 1/17/2023 | Best Buy | $ (14.05) | Electronics | Expense |
| 1/17/2023 | QT | $ (6.15) | Geedunk | Expense |
| 1/17/2023 | QT | $ (1.83) | Geedunk | Expense |
| 1/17/2023 | H-E-B | $ (10.00) | Groceries | Expense |
| 1/17/2023 | Acorns | $ (3.00) | Investment Membership | Expense |
| 1/17/2023 | Lyft | $ 18.66 | Lyft Income | Income |
| 1/17/2023 | Cricket Wireless | $ (50.00) | Phone | Expense |
| 1/17/2023 | Uber | $ 16.29 | Uber Income | Income |
| 1/17/2023 | Short Charger Cable (5Pack 10inch), Short Charging Cables | $ (17.08) | Electronics | Expense |
| 1/18/2023 | Quizno's | $ (11.64) | Eating Out | Expense |
| 1/18/2023 | CPS Energy | $ (18.28) | Electricity | Expense |
| 1/18/2023 | QT | $ (2.05) | Geedunk | Expense |
| 1/18/2023 | ExpressVPN | $ (12.95) | Internet Security | Expense |
| 1/19/2023 | QT | $ (14.90) | Gas | Expense |
| 1/19/2023 | QT | $ (2.05) | Geedunk | Expense |
| 1/19/2023 | Lyft | $ 53.71 | Lyft Income | Income |
| 1/19/2023 | Uber | $ 24.08 | Uber Income | Income |
| 1/20/2023 | GO Carwash | $ (31.99) | Car Care | Expense |
| 1/20/2023 | Snap Finance | $ (26.59) | Car Repair | Expense |
| 1/20/2023 | Chick-fil-a | $ (10.77) | Eating Out | Expense |
| 1/20/2023 | Pizza Italia | $ (8.00) | Eating Out | Expense |
| 1/20/2023 | Exxon | $ (5.09) | Gas | Expense |
| 1/20/2023 | QT | $ (12.79) | Gas | Expense |
| 1/20/2023 | QT | $ (2.05) | Geedunk | Expense |
| 1/20/2023 | Lyft | $ 63.15 | Lyft Income | Income |
| 1/20/2023 | Uber | $ 17.13 | Uber Income | Income |
| 1/20/2023 | 1ft iPhone Charge Cable Short, 5Pack USB to Lightning Cord | $ (17.29) | Electronics | Expense |
| 1/23/2023 | Ally Bank | $ (415.86) | Car Payment | Expense |
| 1/23/2023 | Jims Restaurant | $ (14.68) | Eating Out | Expense |
| 1/23/2023 | McDonald's | $ (10.01) | Eating Out | Expense |
| 1/23/2023 | Taco Bell | $ (11.25) | Eating Out | Expense |
| 1/23/2023 | QT | $ (20.86) | Gas | Expense |
| 1/23/2023 | QT | $ (18.89) | Gas | Expense |
| 1/23/2023 | QT | $ (14.31) | Gas | Expense |
| 1/23/2023 | QT | $ (4.34) | Geedunk | Expense |
| 1/23/2023 | QT | $ (4.14) | Geedunk | Expense |
| 1/23/2023 | QT | $ (2.05) | Geedunk | Expense |
| 1/23/2023 | QT | $ (2.05) | Geedunk | Expense |
| 1/23/2023 | Apple | $ (10.81) | Gridwise | Expense |
| 1/23/2023 | Lyft | $ 35.67 | Lyft Income | Income |
| 1/23/2023 | Lyft | $ 36.94 | Lyft Income | Income |
| 1/23/2023 | Lyft | $ 44.09 | Lyft Income | Income |
| 1/23/2023 | Play Octopus | $ 25.00 | Play Octopus Income | Income |
| 1/23/2023 | Uber | $ 13.42 | Uber Income | Income |
| 1/23/2023 | Uber | $ 35.65 | Uber Income | Income |
| 1/23/2023 | Uber | $ 100.63 | Uber Income | Income |
| 1/23/2023 | Skystra | $ (9.89) | Web Hosting | Expense |
| 1/24/2023 | Mod Pizza | $ (13.44) | Eating Out | Expense |
| 1/24/2023 | QT | $ (18.96) | Gas | Expense |
| 1/24/2023 | QT | $ (3.44) | Geedunk | Expense |
| 1/24/2023 | Walgreens | $ (20.56) | Health/Medical | Expense |
| 1/24/2023 | Lyft | $ 56.40 | Lyft Income | Income |
| 1/24/2023 | Uber | $ 69.21 | Uber Income | Income |
| 1/25/2023 | Jason's Deli | $ (14.81) | Eating Out | Expense |
| 1/25/2023 | QT | $ (4.31) | Geedunk | Expense |
| 1/25/2023 | QT | $ (2.05) | Geedunk | Expense |
| 1/26/2023 | Baskin-Robbins | $ (9.33) | Eating Out | Expense |
| 1/26/2023 | Peter Piper Pizza | $ (12.75) | Eating Out | Expense |
| 1/27/2023 | Snap Finance | $ (26.59) | Car Repair | Expense |
| 1/30/2023 | Mod Pizza | $ (15.93) | Eating Out | Expense |
| 1/30/2023 | Pizza Italia | $ (6.71) | Eating Out | Expense |
| 1/30/2023 | Wingstop | $ (12.98) | Eating Out | Expense |
| 1/30/2023 | GasBuddy | $ (23.88) | Gas | Expense |
| 1/30/2023 | QT | $ (24.77) | Gas | Expense |
| 1/30/2023 | QT | $ (20.47) | Gas | Expense |
| 1/30/2023 | QT | $ (5.82) | Geedunk | Expense |
| 1/30/2023 | QT | $ (5.07) | Geedunk | Expense |
| 1/30/2023 | QT | $ (4.74) | Geedunk | Expense |
| 1/30/2023 | QT | $ (2.05) | Geedunk | Expense |
| 1/30/2023 | QT | $ (2.05) | Geedunk | Expense |
| 1/30/2023 | Lyft | $ 7.52 | Lyft Income | Income |
| 1/30/2023 | Lyft | $ 10.62 | Lyft Income | Income |
| 1/30/2023 | Uber | $ 58.18 | Uber Income | Income |
| 1/30/2023 | Uber | $ 94.04 | Uber Income | Income |
| 1/30/2023 | Uber | $ 124.66 | Uber Income | Income |
| 1/31/2023 | Torchy's Tacos | $ (8.46) | Eating Out | Expense |
| 1/31/2023 | QT | $ (4.96) | Geedunk | Expense |
| 1/31/2023 | QT | $ (2.05) | Geedunk | Expense |
| 2/1/2023 | Domino's | $ (35.00) | Delivered Food | Expense |
| 2/1/2023 | Fandango | $ (8.52) | Entertainment | Expense |
| 2/2/2023 | H-E-B | $ (25.06) | Groceries | Expense |
| 2/2/2023 | Spice Creek Apartments | $ (634.02) | Rent | Expense |
| 2/3/2023 | Snap Finance | $ (26.59) | Car Repair | Expense |
| 2/3/2023 | Chuy's | $ (21.41) | Eating Out | Expense |
| 2/3/2023 | QT | $ (2.05) | Geedunk | Expense |
| 2/6/2023 | Road ID | $ (30.98) | Clothing | Expense |
| 2/6/2023 | Babe's Old Fashioned Hamburgers | $ (16.75) | Eating Out | Expense |
| 2/6/2023 | Firehouse Subs | $ (14.76) | Eating Out | Expense |
| 2/6/2023 | Flix Brewhouse | $ (18.26) | Eating Out | Expense |
| 2/6/2023 | Goomba's Pizzaria | $ (18.57) | Eating Out | Expense |
| 2/6/2023 | Circle K | $ (14.35) | Gas | Expense |
| 2/6/2023 | QT | $ (16.68) | Gas | Expense |
| 2/6/2023 | QT | $ (7.00) | Geedunk | Expense |
| 2/6/2023 | QT | $ (6.04) | Geedunk | Expense |
| 2/6/2023 | QT | $ (5.07) | Geedunk | Expense |
| 2/6/2023 | QT | $ (2.05) | Geedunk | Expense |
| 2/6/2023 | QT | $ (2.05) | Geedunk | Expense |
| 2/6/2023 | Lyft | $ 6.70 | Lyft Income | Income |
| 2/6/2023 | Lyft | $ 74.45 | Lyft Income | Income |
| 2/6/2023 | Progressive Renter's Insurance | $ (19.76) | Renter's Insurance | Expense |
| 2/6/2023 | Uber | $ 10.93 | Uber Income | Income |
| 2/6/2023 | Uber | $ 33.15 | Uber Income | Income |
| 2/7/2023 | Renaissance Dental Insurance | $ (39.52) | Dental | Expense |
| 2/7/2023 | QT | $ (29.10) | Gas | Expense |
| 2/7/2023 | QT | $ (2.05) | Geedunk | Expense |
| 2/7/2023 | QT | $ (1.72) | Geedunk | Expense |
| 2/7/2023 | Uber | $ 54.04 | Uber Income | Income |
| 2/8/2023 | Taco Bell | $ (10.21) | Eating Out | Expense |
| 2/8/2023 | QT | $ (4.64) | Geedunk | Expense |
| 2/8/2023 | QT | $ (2.05) | Geedunk | Expense |
| 2/8/2023 | Wal-Mart | $ (23.60) | Home | Expense |
| 2/8/2023 | Social Security | $ 1,287.00 | Social Security Income | Income |
| 2/9/2023 | Jims Restaurant | $ (16.00) | Eating Out | Expense |
| 2/9/2023 | QT | $ (4.64) | Geedunk | Expense |
| 2/10/2023 | Snap Finance | $ (26.59) | Car Repair | Expense |
| 2/10/2023 | GrubHub | $ (24.48) | Delivered Food | Expense |
| 2/10/2023 | Comfort Dental | $ (200.00) | Dental | Expense |
Now imagine that I wanted to sort and separate by date:
| Date | Description | Amount | Category | Type |
| 1/3/2023 | Babe's Old Fashioned Hamburgers | $ (13.79) | Eating Out | Expense |
| 1/3/2023 | Burger King | $ (13.72) | Eating Out | Expense |
| 1/3/2023 | Matamoros Mexicam Restauramt | $ (24.00) | Eating Out | Expense |
| 1/3/2023 | H-E-B | $ (22.99) | Gas | Expense |
| 1/3/2023 | QT | $ (28.09) | Gas | Expense |
| 1/3/2023 | QT | $ (21.10) | Gas | Expense |
| 1/3/2023 | QT | $ (9.93) | Gas | Expense |
| 1/3/2023 | QT | $ (2.05) | Geedunk | Expense |
| 1/3/2023 | QT | $ (2.05) | Geedunk | Expense |
| 1/3/2023 | QT | $ (2.05) | Geedunk | Expense |
| 1/3/2023 | QT | $ (2.05) | Geedunk | Expense |
| 1/3/2023 | QT | $ (2.05) | Geedunk | Expense |
| 1/3/2023 | QT | $ (1.72) | Geedunk | Expense |
| 1/3/2023 | H-E-B | $ (79.76) | Groceries | Expense |
| 1/3/2023 | Lyft | $ 27.11 | Lyft Income | Income |
| 1/3/2023 | Lyft | $ 120.15 | Lyft Income | Income |
| 1/3/2023 | Uber | $ 53.09 | Uber Income | Income |
| 1/3/2023 | Uber | $ 84.05 | Uber Income | Income |
| 1/3/2023 | Uber | $ 111.79 | Uber Income | Income |
| 1/4/2023 | Pappasito's Cantina | $ (33.00) | Eating Out | Expense |
| 1/4/2023 | QT | $ (14.01) | Gas | Expense |
| 1/4/2023 | QT | $ (6.74) | Geedunk | Expense |
| 1/4/2023 | QT | $ (2.05) | Geedunk | Expense |
| 1/4/2023 | Progressive Renter's Insurance | $ (19.76) | Renter's Insurance | Expense |
| 1/5/2023 | Jason's Deli | $ (13.32) | Eating Out | Expense |
| 1/5/2023 | QT | $ (20.50) | Gas | Expense |
| 1/5/2023 | QT | $ (2.05) | Geedunk | Expense |
| 1/5/2023 | Shell | $ (6.69) | Geedunk | Expense |
| 1/5/2023 | Lyft | $ 78.63 | Lyft Income | Income |
| 1/5/2023 | Uber | $ 68.87 | Uber Income | Income |
| 1/6/2023 | Babcock Automotive | $ (86.12) | Car Repair | Expense |
| 1/6/2023 | Snap Finance | $ (26.59) | Car Repair | Expense |
| 1/6/2023 | Renaissance Dental Insurance | $ (39.52) | Dental | Expense |
| 1/6/2023 | Pizza Italia | $ (22.60) | Eating Out | Expense |
| 1/6/2023 | QT | $ (5.73) | Geedunk | Expense |
| 1/6/2023 | QT | $ (2.05) | Geedunk | Expense |
| 1/6/2023 | QT | $ (2.05) | Geedunk | Expense |
| 1/6/2023 | QT | $ (2.05) | Geedunk | Expense |
| 1/6/2023 | Draiver | $ 76.81 | Ridehare Income | Income |
| 1/6/2023 | Multi-Car Retractable Backseat 3 in 1 Car Charging Station Box | $ (59.50) | Business | Expense |
| 1/9/2023 | Domino's | $ (10.84) | Delivered Food | Expense |
| 1/9/2023 | Chick-fil-a | $ (11.25) | Eating Out | Expense |
| 1/9/2023 | McDonald's | $ (10.66) | Eating Out | Expense |
| 1/9/2023 | The Magnolia Pancake Haus | $ (24.00) | Eating Out | Expense |
| Total | $ (25.93) | |||
| 2/1/2023 | Domino's | $ (35.00) | Delivered Food | Expense |
| 2/1/2023 | Fandango | $ (8.52) | Entertainment | Expense |
| 2/2/2023 | H-E-B | $ (25.06) | Groceries | Expense |
| 2/2/2023 | Spice Creek Apartments | $ (634.02) | Rent | Expense |
| 2/3/2023 | Snap Finance | $ (26.59) | Car Repair | Expense |
| 2/3/2023 | Chuy's | $ (21.41) | Eating Out | Expense |
| 2/3/2023 | QT | $ (2.05) | Geedunk | Expense |
| 2/6/2023 | Road ID | $ (30.98) | Clothing | Expense |
| 2/6/2023 | Babe's Old Fashioned Hamburgers | $ (16.75) | Eating Out | Expense |
| 2/6/2023 | Firehouse Subs | $ (14.76) | Eating Out | Expense |
| 2/6/2023 | Flix Brewhouse | $ (18.26) | Eating Out | Expense |
| 2/6/2023 | Goomba's Pizzaria | $ (18.57) | Eating Out | Expense |
| 2/6/2023 | Circle K | $ (14.35) | Gas | Expense |
| 2/6/2023 | QT | $ (16.68) | Gas | Expense |
| 2/6/2023 | QT | $ (7.00) | Geedunk | Expense |
| 2/6/2023 | QT | $ (6.04) | Geedunk | Expense |
| 2/6/2023 | QT | $ (5.07) | Geedunk | Expense |
| 2/6/2023 | QT | $ (2.05) | Geedunk | Expense |
| 2/6/2023 | QT | $ (2.05) | Geedunk | Expense |
| 2/6/2023 | Lyft | $ 6.70 | Lyft Income | Income |
| 2/6/2023 | Lyft | $ 74.45 | Lyft Income | Income |
| 2/6/2023 | Progressive Renter's Insurance | $ (19.76) | Renter's Insurance | Expense |
| 2/6/2023 | Uber | $ 10.93 | Uber Income | Income |
| 2/6/2023 | Uber | $ 33.15 | Uber Income | Income |
| 2/7/2023 | Renaissance Dental Insurance | $ (39.52) | Dental | Expense |
| 2/7/2023 | QT | $ (29.10) | Gas | Expense |
| 2/7/2023 | QT | $ (2.05) | Geedunk | Expense |
| 2/7/2023 | QT | $ (1.72) | Geedunk | Expense |
| 2/7/2023 | Uber | $ 54.04 | Uber Income | Income |
| 2/8/2023 | Taco Bell | $ (10.21) | Eating Out | Expense |
| 2/8/2023 | QT | $ (4.64) | Geedunk | Expense |
| 2/8/2023 | QT | $ (2.05) | Geedunk | Expense |
| 2/8/2023 | Wal-Mart | $ (23.60) | Home | Expense |
| 2/8/2023 | Social Security | $ 1,287.00 | Social Security Income | Income |
| 2/9/2023 | Jims Restaurant | $ (16.00) | Eating Out | Expense |
| 2/9/2023 | QT | $ (4.64) | Geedunk | Expense |
| 2/10/2023 | Snap Finance | $ (26.59) | Car Repair | Expense |
| 2/10/2023 | GrubHub | $ (24.48) | Delivered Food | Expense |
| 2/10/2023 | Comfort Dental | $ (200.00) | Dental | Expense |
| Total | $ 156.70 |
Or sort by vendor, or category, or Income and Expense, is there already an easy-peasy equation or button or sort that would those for me? I wouldn't know how you'd refer to the technique if there were.
Thanks in advance,
