There's a column in the RawData table (which could be hidden if desired) called AdjAmt, for "adjusted amount." The "adjustment" referred to is displaying all expenses as a negative amount income as positive. This spreadsheet records both income and expenses.It still is pretty simple, but I want to draw your attention to a couple of features. I've attached an example of a similar spreadsheet with raw data summarized using the Pivot Table. There are some aspects of the Pivot Table that you probably haven't discovered yet. For one thing, you should extend the set of raw data to include a lot more months of expenses, to see how it looks and works. Let me invite you to hold off on final conclusions until you've worked with the concept a bit more. I can however use the data in the pivot table in the reports. Since the pivot table may not display the insurance field in the early months, I can't rely on it to display in the reports. The report needs to display amounts spent on insurance in a given month whether we did or not. Example: We only pay insurance once per quarter. The reports that I need cannot rely solely on the pivot table however, as some possible fields may not be used in a given month. I have come to the conclusion that the pivot table makes a nice intermediate tool for summing the amounts by month. I put that quote from your first post here, so I (and other potential advice-givers) don't lose sight of the fact that this is a condo association check book that you're maintaining, not your own that, therefore, there are expectations in terms of reporting that might not apply in the same way if it were your own personal expenses. I need to build a new spreadsheet within the workbook to display these subtotals for each category(the number of categories doesn't change) for each month. The spreadsheet has fields for date and category. We display subtotals every month of different expenditure types such as lawn care, maintenance, insurance, legal, utilities, etc. Have a spreadsheet for a checkbook used by a condo association.
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