Simple SUM IF Calculation Help

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Simple SUM IF Calculation Help

I'm having some difficulty creating what I think it a very simple equation... but I keep on erroring out. Soooo frustrating. I'm hoping someone might be able to help me.

I've created a budget where I track all our expenditures and categorize each one of them. What I want to do is have an automatic running total of each category.

So, based on the type (column c) I want the equation to pull from column b and add them all up.

Is this even possible to do? I can't seem to understand why none of my equations are working.

Posted on Nov 30, 2013 5:50 PM

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Answer 1

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Yellowbox

Level 7

20,347 points

Nov 30, 2013 6:42 PM in response to supacoopa

Hi SC,

The SUMIF function is your friend. An example of this is in

File > New from Template Chooser > Personal Finance > Personal Budget

Regards,

Ian.

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Answer 2

Nov 30, 2013 7:20 PM in response to supacoopa

S,

I suggest that you separate your data from your summary - two separate tables.

This would simplify your formulas and reduce your chances of "erroring out". If you think you are close, post your expression and we'll help you fix it.

Jerry

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Answer 3

supacoopa Author

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Nov 30, 2013 8:15 PM in response to Yellowbox

Derp. I'm so used to starting documents from scratch that I didn't even think about this... sigh. Thanks for the tip Yellowbox!

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Answer 4

supacoopa Author

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Nov 30, 2013 8:17 PM in response to Jerrold Green1

I caved and went with the template. Really didn't have to do much! Thanks for the tip. I should have done that from the start. But now I know what I did wrong, and you nailed it. The totals should have been in their own table.

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Answer 5

Yellowbox

Level 7

20,347 points

Nov 30, 2013 8:44 PM in response to supacoopa

Hi SC,

I too enjoy creating documents from scratch, but I find the inbuilt templates good for ideas. So much better than the Numbers 2 templates. In particular, that Personal Budget template and the Charting Basics template. Very handy to click here and there to see where Apple has hidden things this time!

Thanks for the green tick. As Jerry's reply was helpful, a gold star to Jerry is in order 😉. The magic of Numbers lies largely in the ability to have several discrete tables (and other objects) on a canvas. Reminds me of the old MacDraw (nostalgic sigh).

Regards,

Ian.

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