Zizi64 wrote:You can use the function SUMIF() - if the date, the category and the value are not located in same cell
I think you will find that the whole concept of doing it like this is wrong and will lead to endless problems because if you use the text content of a cell to take a decision you must ensure that your spelling always correct and always identical - even two spaces instead of one will cause a search based on the text to be wrong. An example? You appear to have spelled Lidl as lidal. yanna and kaufland are not capitalised - Starbucks and Sonia are.
Code: Select all
Date Income/Expenses Category Memo Amount
2019-11-29 Expenses Food kaufland -15.85
2019-11-28 Expenses Food yanna -52.15
2019-11-27 Expenses Car petrol -40
2019-11-27 Expenses Entertainment Starbucks -12.2
2019-11-27 Expenses Shopping lidal Sonia -40.02
2019-11-27 Expenses Clothing belt -45
2019-11-27 Expenses Entertainment McDonald's -18.3
2019-11-27 Expenses Entertainment Happy -109.42
2019-11-25 Expenses Food yanna -32
It is infinitely better to place the values
in a column for that budget category - that way you
know it is correct and can merely sum each column.
Better is to learn how to use
Form Controls (check Help) so you can select from a drop-down list box which lists all the categories, income/expense etc, and just leave Memo as a free text area. A half-way method is a
Select from list as in the image below.
I also think you will also get very confused by setting expenditure as a
negative number - you should set it as a
positive number. The
fact that it is expenditure means you subtract it from your income or from your running balance. As it is you will have to
add your negative expenditure to your income to get what you have saved. This is the classic error of having the same information (Expenditure and -ve) stored twice in two different places - in time they will get changed and no longer agree.
I strongly suggest you learn a little more about spreadsheets before starting again. See
[Tutorial] Ten concepts that every Calc user should know and the Calc Guide.
See
15 Excel Spreadsheet Templates for Managing Your Finances
Better still, use a database with a form to enter each transaction and and create multiple reports on the entered data. This separates data entry and analysis and protects the data from accidental change.
Even better get a free or pay for package to do family finances.
