Excel/Relating two tables
I am trying to creating a budget template. In the first table I have transactions that are organised by categories. The second table should show the summary of categories from table 1.
For example :
Date Transactions Category Amount
2-Mar-14 Chong Qing Food $25.00
4-Mar-14 Superstore Grocery $14.99
16-Mar-14 McD Food $3.50
Summary Of Categories
When entering transactions under the Food category in table 1 it should automatically come into table 2. If there is more than one transaction for a category ( 2 food transactions) it should add it to the total ( $ 28.50 in the above example).
I'm not too sure how to link the two, either as a pivot table or to use a formula / VB code.
Any help would be appreciated.
This looks like a straightforward linking problem. If I understand your question correctly, you just need to add a sum formula and link table 2 to that total. I don't really see a need for macro or pivot table
Hope this helps,
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