militarymedic
New Member
- Joined
- Nov 7, 2007
- Messages
- 3
Alright, I have a project I'm trying to drum up for monthly budget stuff. I pull down a monthly transaction history from the bank.
date, desc, category, amount for the 4 fields. That goes into tab 1 per se.
But my wife really prefers to see things on a calendar type layout vs just a list. She has a register type book that allows the 30 day span to take 2 pages and you can write in what the charges were per day for whatever categories (on the leftmost column)
I.e.:
1 2 3 4
amazon 23.87
target 45.00
groceries 50.20
gas 26.50
etc etc.
A decent amount of extra work to transpose all of the transaction log into writing. So I tried to duplicate the same general look of that register in excel. Obviously not much needed to make a layout like this, but figuring out how to populate it from the transaction list is beyond me.
I was hoping there would be a way to take cell B2 (for the 1st) and have that query the transaction tab, and if the category equals amazon, and the day equals the 1st, it would populate the corresponding charge.
I've seen some examples of array lookups and index match, or the older vlookup. but it's hard for me to see exactly how some of those examples might apply to this type of scenario.
Anybody have a minute to toss out some suggestions if this is even possible?
One caveat I should mention, we're trying to utilize google sheets for the monthly summary stuff so both of us can have easy access. It seems google sheets supports most of the excel options, so the aim of this would be to try and get this going in google sheets, but revert to excel 2016 if needed.
Thank you
date, desc, category, amount for the 4 fields. That goes into tab 1 per se.
But my wife really prefers to see things on a calendar type layout vs just a list. She has a register type book that allows the 30 day span to take 2 pages and you can write in what the charges were per day for whatever categories (on the leftmost column)
I.e.:
1 2 3 4
amazon 23.87
target 45.00
groceries 50.20
gas 26.50
etc etc.
A decent amount of extra work to transpose all of the transaction log into writing. So I tried to duplicate the same general look of that register in excel. Obviously not much needed to make a layout like this, but figuring out how to populate it from the transaction list is beyond me.
I was hoping there would be a way to take cell B2 (for the 1st) and have that query the transaction tab, and if the category equals amazon, and the day equals the 1st, it would populate the corresponding charge.
I've seen some examples of array lookups and index match, or the older vlookup. but it's hard for me to see exactly how some of those examples might apply to this type of scenario.
Anybody have a minute to toss out some suggestions if this is even possible?
One caveat I should mention, we're trying to utilize google sheets for the monthly summary stuff so both of us can have easy access. It seems google sheets supports most of the excel options, so the aim of this would be to try and get this going in google sheets, but revert to excel 2016 if needed.
Thank you
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