I've been trying to figure this out for weeks. It's a spreadsheet to help people understand their spending habits.

They enter their monthly expenses on one sheet, and the other calculates what they spent in a month total, and what they spent by each category each month.

  • 1
    Welcome. It's not clear what are you asking. Do you have a problem with a formula? Aug 11, 2018 at 20:39
  • I keep trying different formulas but I can't find one that works.
    – Hookay
    Aug 11, 2018 at 21:02
  • I'm trying to get the amounts entered on sheet 1 (Expenses Breakdown 2018) to auto fill into sheet 3 (Month by Month Comparison). Where columns E4:R1000 are summed and entered into the sheet 3, C3, if they occurred in Jan, etc for each month.
    – Hookay
    Aug 11, 2018 at 21:06
  • Then to have them break down a little more in C18 to be sum by categories "dining out', "gas", etc, by month, indicated in column A4:A on sheet one... and etc for each category.
    – Hookay
    Aug 11, 2018 at 21:09

1 Answer 1


this is how you SUM by month: https://docs.google.com/spreadsheets/d/

for the 2nd part, you first need to build some matrix where a category will be assigned to individual expenses because, at the current state, spreadsheet cant tell that TELUS CABLE is considered to be in Cable category. and only then, just after the categorization of expenses, you will be able to call for the right data to be broken down as you desire it.

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