![]() This sums all values in column D of Transactions whose category label in column C of Transactions matches the category named in this row of Column A of this table SUMIF(Transactions::C,A3,Transactions::$D) In cell A1, enter the starting date of the first month of your current budget (May 1, 2021).įormulas: There are two formulas on this table.Ĭ3 (after adding the new row 1) contains this formula: The SUMIF formula needs to be revised to a SUMIFS formula making the same calculations, but restricting them to transactions during the month applying to this copy of the table.Ĭlick on cell A1 of the table, then press option-up arrow to add a new Header row above the current Row 1.Ĭlick on the new cell A1, click the format Brush to open the Format Inspector, choose Cell, and set the data format of the cell to Date and Time, with Date (format) set to and time set to none. ![]() The formula, as written includes ALL spending recorded on Transactions with no regard paid to the dates of those transactions. No changes are needed.Ĭolumn C contains a formula that calculates the actual amount spent on expenses in each category. ![]() You can add a filter to this table to show only rows where the date column cell is empty or contains a date within the current month(s) (with the 'current month(s) being set in one or more cells in a Header row.Ĭolumns A and B of this table contain entered data showing each Category of expense and the amount budgeted for that expense this month. Should you want to change the monthly budget amounts in some or all categories from month to month, I would suggest:Ĭontinue to record all transactions on the Transaction table. I suspect the table here and the 'budget amounts'' are derived from an annual budget, with expenses distributed equally from month to month. Although the Budget sheet of this template is labeled "Monthly Budget" the calculations in it do not appear to be limited to transactions in a single month.
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