Thread: [Solved] Tracking Expenses
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Old 09-27-2024, 04:56 AM
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p45cal p45cal is offline Windows 10 Office 2021
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A pivot table can do this, see table at cell H5 of the Grocery List-Sub Totals sheet. (The data in that list does not need to be in any special order.)
2024-09-27_124404.jpg


Select any date in the Date field, click on Collapse Field and you have your spend summary for each day/month/year:
2024-09-27_124716.jpg


Do the same with a month field and you have your month/year summary:
2024-09-27_125201.jpg


If the source data on sheet Original Grocery List changes the pivot table will need updating; either right-click somewhere in the pivot table and choose Refresh
or
click on the Refresh icon in the tool bar (it's just next to the 1 icon in the 2nd picture above) while a cell within the pivot is selected.


ps. I've just noticed that I got the 1 and 2 icons in the wrong places on the 2nd picture, they should be swapped (you wont see the PivotTable Analyze toolbar unless you're in a Pivot first).
Attached Files
File Type: xlsx MSOfficeForums52860Weekly Grocery List.xlsx (387.3 KB, 5 views)
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