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Accounting help

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


Posted on Sep 13, 2021 1:17 PM

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Question marked as Best answer
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

Posted on Sep 18, 2021 9:27 AM

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Sep 13, 2021 4:29 PM in response to darin200

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



Question marked as Best answer

Sep 18, 2021 9:27 AM in response to darin200

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

Accounting help

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