You can make a difference in the Apple Support Community!

When you sign up with your Apple Account, you can provide valuable feedback to other community members by upvoting helpful replies and User Tips.

Looks like no one’s replied in a while. To start the conversation again, simply ask a new question.

ejballer Author

Level 1

8 points

Monthly Budget template using Categorized (by month)

So I have been using the monthly budget template for some time and has worked well for me. However, I would like make it better by having an organized by category (by month) for the transaction table.

The first image is my budget overview.

Code: SUMIF(Income Deposits::JUL::Category,A4,Income Deposits::JUL::Amount)

This is how I currently have to set up the transactions: a different table for each month.

Code for C4 (above image): SUMIF(Income Deposits::JUL::Category,A4,Income Deposits::JUL::Amount)

This works as it should.

I would like to combine all the tables in to one that is 'organized' by the month category column: like the following image.

Can seem to figure out how to only pull transactions by the individual month. Tried adding additional if statements but not having any success.

HELP Please!

Posted on Aug 13, 2019 3:02 PM

Top-ranking reply

SGIII

Level 8

36,134 points

Posted on Aug 13, 2019 3:31 PM

Have a look at this expanded Monthly Budget Template (Dropbox download).

You will note that it uses SUMIFS to pull out summaries by month in the first sheet (tab).

A Category can be applied to the Date column (A) of the Transactions table on the second sheet similar to your screenshot.

View in context

Monthly Budget template using Categorized (by month)

Similar questions