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Excel/Relating data in two tables



I'm just trying to create a budget spread sheet, where by I have two tables (one for transactions, and one for a summary).

I'm trying to figure out a formula whereby if I enter a transaction it will appear in the summary table. e.g.

Table 1 (transactions):
Date          Transactions     Category        Amount
2-Mar-14   Chong Qing   Food          $25.00
4-Mar-14   MacD          Food          $14.99
16-Mar-14   Bus fare    Transport    $3.50

Table 2 (Category Summary):

  Summary Of Categories          
     Budget    Actual    Difference
Food          $35.99   

In the above example, if I enter two transactions in table 1 under the Food category it should appear in table 2 and continuously add the totals. In this case $35.99 ( 25+14.99)

Just not sure if I have to use a pivot table of some sort or formulas to do this. Any help will be appreciated.

thanks for you time.


Make sure Table 2 is off to the right, not below the original data, so there are no shared columns.  Then use the SUMIF() function to create your sums.  Press F1 and read the Excel help files for some great examples and explanation of ways to use that function.
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Jerry Beaucaire


Excel Formulas, macros, automation. Microsoft Excel MVP - 2010. Code site with free code snippets and techniques:


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