Cannot figure out how to get Account categories to add up

Silver,

I would add a second table for use as a summary table like this:

The summary table is on the right and the data entry table on th left (titled "InputData"):

In the Summary table use categroy names that are the same (exactly) as those in the InputData table category Column.

B2=SUMIF(InputData::C,A2,InputData::B)

this is shorthand for in cell B2 type (or copy and paste from here) the formula:

"=SUMIF(InputData::C,A2,InputData::B)" without the double quotes

select B2 then fill down as needed

Silver,

The table name must match exactly.

In the formula:

"=SUMIF(InputData::C,A2,InputData::B)"

"InputData" is the name of the table. You should either change your table name to march OR change the name in the formula.

Silver,

Please try again to display your screen shot. Use the camera icon in the discussion toolbar to insert the graphic.

Jerry

Silverbear,

Please use this link to post a screen shot

https://discussions.apple.com/docs/DOC-6591

Sulverbear,

If u notice in the formula i posted...

The table named InputData is spelled "InputData"

You titled your table "INPUTDATA"

as I indicated before. The names must match

That worked, thanks. We're seeing your screen shot now.

Jerry

SB,

Change the font to something common like Helvetica or Ariel and see if the problem persists.

Jerry

Try change the formula (if that's esier) so it is all caps. The actual name is not important.

"=SUMIF(INPUTDATA::C,A2,INPUTDATA::B)"

Hi SilverBear,

One of the great things about a Mac is how much you can get done by pointing and clicking. I think Wayne has your answer if you are just looking for your yearly totals for each catagory. It is just getting the formula in your table that is the issue. Everything is going to happen in the summary table. So lets point and click. This method should eliminate any need to worry about table names, etc..

Click in the B2 in the Summary Table, type "=" (no quotes). This brings up the function browser. You can find SUMIF there or just type it in after the =. If you typed it you need to hit return. You will see:

click "test values" if it is not darkened. then click column "E" in your INPUTDATA table. This chooses all of your "catagory" column as the place to look for matches.

click "condition" then click A2 in your Summary table. This says look for this in column E of INPUTDATA.

click "sum values" then click column "F" in INPUTDATA table.

Click the green check.

Grab the yellow dot and drag it to the bottom of your table.

So this formula says look in the "amount"column in INPUTDATA table for the value in the "catagory" column in the Summary table. when you find it add the value in the amount column.

The summary table tells you what you want to know ie how much you spent on each catagory during the year. It does not give you a running balance. We are not reporting back to the INPUTDATA table.

Hope this helps,

Quinn

Here is a screen shot just before I hit the green check.

Quinn