I want to use the xlookup to find a transaction in a check register and put that transaction in a budget report. I am able to get xlookup to find a single line item for a budget category but when a category has multiple entries xlookup is only returning the first line item of that category. What I am after is not only to find the first transaction of a particular category but to find all of them and add(sum) them all together into one cell. ex: find all amounts paid for groceries then sum them all together.
I am using the date & category as a reference to find the amount paid in each category. Here is the formula I am using it only finds the first transaction. How do I need to change it to find all transactions and sum them all together in one cell?
=IFERROR(XLOOKUP($J$4&F15,'Arvest Savings'!$C:$C&'Arvest Savings'!$E:$E,'Arvest Savings'!$H:$H,,0),"")
The above formula is going into the budget form under the actual column then once the entry is made in the check register it automatically populates into the budget form for the appropriate month,
It works great for a single transaction where I need assistance is with finding multiple transactions and getting them summed all together.
I have a separate worksheet that has the check register data on it.
I can get xlookup to work to find only the first amount I pay for groceries what I need is to have xlookup to find all amounts paid for groceries and sum them into one cell on a budget sheet. Like this one under the actual column.
I am using the date & category as a reference to find the amount paid in each category. Here is the formula I am using it only finds the first transaction. How do I need to change it to find all transactions and sum them all together in one cell?
=IFERROR(XLOOKUP($J$4&F15,'Arvest Savings'!$C:$C&'Arvest Savings'!$E:$E,'Arvest Savings'!$H:$H,,0),"")
The above formula is going into the budget form under the actual column then once the entry is made in the check register it automatically populates into the budget form for the appropriate month,
It works great for a single transaction where I need assistance is with finding multiple transactions and getting them summed all together.
I have a separate worksheet that has the check register data on it.
| Check # | Date | Payee | Category | Payment | Clr | Deposit | Balance |
I can get xlookup to work to find only the first amount I pay for groceries what I need is to have xlookup to find all amounts paid for groceries and sum them into one cell on a budget sheet. Like this one under the actual column.
| Expenses | Actual | Budget | Status | |||
| Amazon (General Merchandise) | ||||||
| Amazon Music HD Subscription | ||||||
| Amazon Prime Subscription | ||||||
| Clothing Expense | ||||||
| Computer Hardware | ||||||
| Computer Software | ||||||
| Cox Internet Service | ||||||
| Delivery Service Walmart Plus | ||||||
| Dentist | ||||||
| Dining Out | ||||||
| Disney Plus Subscription | ||||||
| Doctor | ||||||
| Eye Care | ||||||
| Facebook Games | ||||||
| Groceries (Walmart) |
