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I use Google Sheets to keep track of my expenses. The file currently consists of:

  • Sheet 1: "Expense Types"
  • Sheet 2: "2015 Details".

The first column of Sheet 1 contains the list of admissible expense types, and each row in Sheet 2 details one single expense: data, notes, type and amount.

I would like to create a new Sheet 3: "2015 Summary" that would contain, on each row, a single expense type and the sum of all expenses of the given type. Moreover, I want this sheet to automatically update in case I add a new expense type on Sheet 1.

Is it possible to do this using worksheet formulas or do I need to do some scripting?

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You can use a pivot table to do that. Choose Data > Pivot from the menus, and follow the prompts to set it up.

There's an example of something similar here: https://docs.google.com/spreadsheets/d/1VIeA4zAjID0y1jo1FnsbfGA4qmpRgAxMykLXi1pOfhc/edit?usp=sharing

  • You need to set up Sheet 2 so that it automatically reads from Sheet 1. (If you don't do this, then there is not point in having sheet 2.) – MaryC.fromNZ Aug 22 '17 at 16:57
  • Yes, Sheets 2 and 3 could operate completely independently. But this would not be a smart way to have a spreadsheet set up. – MaryC.fromNZ Aug 28 '17 at 12:52
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This is a good use case for the SUMIF function. An example is illustrated below:

SUMIF Example

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    This isn't done using a pivot table, these are just cells. To reference other sheets, you would use the 'SheetName'!A1 syntax. – contracode Aug 23 '17 at 12:21

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