Help with IF AND THEN Type of Statement

Hi there,


I'm relatively new to Numbers, but I have a friend who can't budget, and I'm trying to design something to help them better understand their finances. I want to make it as clean and easy to use as possible, so I started with the Numbers budgeting template and have tried to adjust it some.


As an example, here is what I am trying to do. In the transactions tab (see picture below), I have 3 values for "Home". 2 values in January for $1 and 1 value in April for $6. You'll see the current chart that sums everything has that total value of 8 (1+1+6). That current string for "Home" is this:


SUMIF(Category,A5,Transactions::$Amount)


What I want the formula to do is this: 1) Go in and check if the month is January, then 2) check if the category is "home" and 3) if both are true, then sum those values where both statements are true. Which is to say, IF Month = 1, and IF Category = "Home", then sum those values. That summed value should end up being 2. It's obviously already doing part #2. I want it to add in part #1 as an IF statement before it sums up that total value, such that for the April summary, it only has April "Home" expenses, the January summary only sums up the January "Home" expenses, etc.


It seems like a simple logical string, but so far, I haven't found a way to structure it so that Numbers likes it and doesn't get an error. Does anyone have any tips for order or function to use to get the result I'm attempting?


Thank you so much for any help!

MacBook Pro 13", macOS 10.14

Posted on Apr 13, 2019 3:50 PM

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Help with IF AND THEN Type of Statement

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