Search for a phrase in one column, return a currency value that corresponds with it

sallen18

New Member
Joined
Feb 18, 2020
Messages
2
Office Version
  1. 365
Platform
  1. Windows
Hi guys,

I am new to this forum and have a question.

I am not greatly experienced with Excel and I have been making a spending spreadsheet to keep a track of my finances.

So my columns are; "Month, purchase, payment method, category, value, notes"

I fill in this for example; February, Book, Bank Card, Personal, £15.00, A book for university"

I have next to the table a little set of Excel cells with the titles of "Category, Amount" and I basically wanted the amount cell for each category to populate when I enter something that matches that category.

I know it is supposed to be something like a VLOOKUP formula, but I honestly can't get it to work. I basically want to search the category column for the category, say "Food & Drink" and then return the value which is corresponding with that category - if that makes sense? And I want it to keep a running total for each category!

Sorry if I sound stupid!
 

Excel Facts

Which Excel functions can ignore hidden rows?
The SUBTOTAL and AGGREGATE functions ignore hidden rows. AGGREGATE can also exclude error cells and more.
Welcome to the Forum!

Try SUMIFS:

Book1
ABCDEFGHIJ
1MonthPurchasePayment MethodCategoryValueNotesCategorytotal
2FebruaryBookBank CardPersonal15A book for universityPersonal15
3MarchLunchcashFood & Drink5Fish & chipsFood & Drink5
4Transportation0
50
60
Sheet7
Cell Formulas
RangeFormula
J2:J6J2=SUMIFS(E:E,D:D,I2)
 
Upvote 0
Welcome to the Forum!

Try SUMIFS:

Book1
ABCDEFGHIJ
1MonthPurchasePayment MethodCategoryValueNotesCategorytotal
2FebruaryBookBank CardPersonal15A book for universityPersonal15
3MarchLunchcashFood & Drink5Fish & chipsFood & Drink5
4Transportation0
50
60
Sheet7
Cell Formulas
RangeFormula
J2:J6J2=SUMIFS(E:E,D:D,I2)
You legend, worked first time haha! Much, much appreciated!
 
Upvote 0

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