I need help formulating an Excel Budget sheet?

Question

My budget sheet consists of two sheets, the anticipated budget with an acutal column, and a check register worksheet that has a drop down list that will show different categories. I need to find a way to move (for instance) all gas purchases to the budget sheet to show in the actual column totalled for comparison to the budgeted amount.

Answer 1

if you give specific samples (sheet name and cell ranges), it would be easier to write a formula.

right now it looks like you need to look into the sumif() formula

if "Gas" is in cell A1 of the Budget Sheet

you have the check register on "sheet2"

your register descriptions is in cells A1 to A9

your register amounts are in cells B1 to B9

then your formula in budget sheet cell B1 would be

=SUMIF(Sheet2!A1:A9,A1,Sheet2!B1:B9)

its looking at your budget category in Cell A1 "Gas"

then it looks down the range on the register sheet for matches

then it sums up all the matches.

hope that makes sense