So, I'm making a personal budget table that is similar to YNAB in functionality. I want to use Numbers but I can easily switch to Excel if this can't be achieved.
I have two sheets; Budget and Transactions.
In Transactions, I have a list of bank transactions with a category (matching a list of categories in the Budget sheet) and their in/out values. I need to sum all in/out values that are in the same row as any matching category on the budget page. For example;
A B C D 1 Categories Budgeted Spent Remaining 2 CategoryA 100 <?> SUM(Budgeted, Spent) 3 CategoryB 250 <?> SUM(Budgeted, Spent)
A B C D E 1 Date Category Description Out In 2 1/1/2017 CategoryA cat-a desc. 57 3 1/2/2017 CategoryB cat-b desc. 15