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[Solved] Add "Not Budget" total to checkbook register
Posted: Mon Jan 13, 2025 5:22 am
by timlab55
Good evening fellow's. I have a problem and wondering if someone can help. I have 8 columns and unknown of rows. Month to month I have different amount of transactions. So Col A is the Date, Col B i sthe Check Number, Col C is the Payee/Transaction, Col D is the category, Col E is if the check has cleared or not (indicated by C or or R), Col F is the Withdrawal Amount, Col G are the deposit, and Col H is the running total. On the bottom of the form, I have 3 items. In col F is have the total amount of Withdraws, col G is the total Deposits, and col H I have those two subtracted, which gives me a balance.
Now what I would like to do is also on the bottom give me a running total of all the Withdraws that are not "Not Budget". How would I write this?
Thanks Dan
Re: Working On A Checkbook Register
Posted: Mon Jan 13, 2025 5:35 am
by FJCC
How is a transaction marked when it is Not Budget? Knowing that, you could use the SUMIF function to total only those transactions.
Re: Working On A Checkbook Register
Posted: Mon Jan 13, 2025 5:37 am
by timlab55
It is blank.
Re: Working On A Checkbook Register
Posted: Mon Jan 13, 2025 6:48 am
by FJCC
Sorry, what is blank? Whatever it is, the best solution is probably to change that blank to a notation, maybe NB for "not budgeted", and use the SUMIF function.
Re: Working On A Checkbook Register
Posted: Mon Jan 13, 2025 3:14 pm
by timlab55
Dear FJCC -
Sometime today I will create a dummy Checkbook Register to show what I'm doing.
Also wanted to mention that for some reason the forum is kinda of slow.
Dan
Re: Working On A Checkbook Register
Posted: Mon Jan 13, 2025 4:59 pm
by RoryOF
timlab55 wrote: ↑Mon Jan 13, 2025 3:14 pm
Also wanted to mention that for some reason the forum is kinda of slow.
Dan
Forum slowness has been reported, so we wait for a fix.
Re: Working On A Checkbook Register
Posted: Mon Jan 13, 2025 6:27 pm
by timlab55
FJCC - Here is the example of what I'm looking for. The only thing I need help in is getting all the Not Budget items at the bottom to give me a total. You'll see what I mean when you open the demo.
Thanks
Dan
If the file didn't come through, I'm not sure on how to get the demo file to you.
Re: Working On A Checkbook Register
Posted: Mon Jan 13, 2025 9:20 pm
by FJCC
This formula in D37 should get you what you want.
Code: Select all
=SUMIF(D8:D35,"Not Budget",F8:F35)
Re: Add "Not Budget" total to checkbook register
Posted: Mon Jan 13, 2025 11:06 pm
by Alex1
With semicolons instead of commas it does work...
Re: Add "Not Budget" total to checkbook register
Posted: Tue Jan 14, 2025 12:28 am
by timlab55
I thank you all for the help.