Yeh I use sumif with a rolling total and an annual total. Works a treat.
I have a spreadsheet with six columns – date, description, debit amount, ‘off’ for come off bank, credit amount, category. My sumif function looks like this for 2018 ‘=-SUMIF(Accounts!$F$5756:$F$6469,”Bike”,Accounts!$C$5756:$C$8469)’, the negative at the start of the formula is to show debit amount as positive in the total. And at the end of 2018 I’ll amend the last cell to sum to.
I’ve also added data validation to the category column so I have a pick list. This is the category list from the summary of spending table – so if I add a new category it’ll add automatically to the dropdown list.
Yes I am fun at parties :)