Drop down and add contents - numbers

I want to create an expenses table, and put an amount in a cell. I want to choose they type of expense from a drop down value. EG FUEL. When I select fuel as an expense I would like the drop down menu to copy the amount and put it in another cell to the right. Is this possible? I’ve included the excel version in a screen shot.

Posted on May 21, 2023 1:09 PM

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Posted on May 21, 2023 11:46 PM

Hi again SkyHighFlyer87,


Here is another idea. Perhaps your accountant wants the layout that you showed in your screen shot. That can be done.



Enter an expense into Column A.

Choose an expense type from the Pop-Up Menu in Column B.


The spelling of the menu items in the Pop-Up Menu must exactly match the headings in Row 1. (except for "Choose" which is for blank rows!)


Formula in C2 (and fill right and fill down):

IF($B2=C$1,$A2,"")


If there is a match, insert the expense from column A, else insert "" (NULL, blank).


Happy Numbering!

Ian.



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2 replies
Question marked as Top-ranking reply

May 21, 2023 11:46 PM in response to Yellowbox

Hi again SkyHighFlyer87,


Here is another idea. Perhaps your accountant wants the layout that you showed in your screen shot. That can be done.



Enter an expense into Column A.

Choose an expense type from the Pop-Up Menu in Column B.


The spelling of the menu items in the Pop-Up Menu must exactly match the headings in Row 1. (except for "Choose" which is for blank rows!)


Formula in C2 (and fill right and fill down):

IF($B2=C$1,$A2,"")


If there is a match, insert the expense from column A, else insert "" (NULL, blank).


Happy Numbering!

Ian.



May 21, 2023 10:30 PM in response to SkyHighFlyer87

Hi SkyHighFlyer87,


There is a much simpler way. Enter all expenses in one column, and identify each one by choosing an item in another column (with Pop-Up Menus).

Then use SUMIF to gather totals for each category of expenditure.


Take a look at Template Chooser > Personal Finance > Personal Budget.

The Transactions sheet is where you enter expenses and choose a category.


The Budget sheet summarises by category.


Please call back with questions.

Regards,

Ian.


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Drop down and add contents - numbers

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