I would like to load a list of transactions, then put a number in a field next to each number. That number would correspond to a specific category. I would then like to add all of the transactions that correspond to that category number. Is this possible?
List of transactions
$356 2
$34 1
$95 3
$13 2
Totals
Total Cat 1 = $34
Total Cat 2 = $369
Total Cat 3 = $95
The SUMIF function returns the sum of a collection of numbers, including only numbers that satisfy a specified condition.
If column A is the dollar values, column B is the "category" integers, and you want to sum up the dollar values for all 1's,
=SUMIF(B,1,A)
If by "multiple fields" you mean you have multiple pairs of columns of dollar values and category numbers, you can do each pair with a SUMIF then add them all together to get the grand total or you can use the UNION.RANGES function in a single SUMIF.
Or you can use the Categories feature of Numbers, like SGIII suggested
Take a look at the SUMIF function.
Also, take a look at the Personal Budget template, which does this calculation (with named categories) in its Summary by category table.
Regards,
Barry
(Making the assumption that this template is still available in current versions of Numbers.)
darin200 wrote:
Can you give the link or where to search for this template? TY
At File > New in your menu you will see the templates that come with Numbers, including the 'Personal Budget' template. Be sure to check them out. Some of them are really worth studying and adapting.
SG
Will that work on multiple fields? Can it sum up multiple fields with the same category number?
Can you give the link or where to search for this template? TY
TY
How do you get the formula to say "Category"? I select the fields and it says "A2:A27"
SUMIF "Category", A3, "$Amount"
Numbers/Preferences. Click the box for "Use header names as labels". Personally I like the old-style column and row addressing better. Formulas can get really long when they use the header names.
Also try selecting the column with the category number and adding a category. No formulas necessary!
Collapse Peer Groups to see just the summary without detail.
SG
Accounting help
