I have three tabs:
- Transactions
- Payees
- Categories
This is what my Transactions tab looks like:
+--------------+-------------+-----------+| Date | Payee | Amount |+--------------+-------------+-----------+| 29/03/2020 | Company 1 | $100.00 |+----------------------------------------+| 27/02/2020 | Company 1 | $220.00 |+----------------------------------------+| 12/02/2020 | Company 2 | $350.00 |+----------------------------------------+| 05/01/2020 | Company 2 | $50.00 |+----------------------------------------+| 28/03/2020 | Company 1 | $125.00 |+--------------+-------------+-----------+This is what my Payees tab looks like:
+-------------+------------+| Payee | Category |+-------------+------------+| Company 1 | Gas |+--------------------------+| Company 2 | Groceries |+-------------+------------+As you can see, each company is associated with a category.
This is what my Categories tab looks like:
+-------------+-----------+-----------+-----------+| Category | 03/2020 | 02/2020 | 01/2020 |+-------------+-----------+-----------+-----------+| Gas | | | |+-------------------------------------------------+| Groceries | | | |+-------------+-----------+-----------+-----------+As you can see in my Categories tab, there are empty columns for the months. What I want to do is fill these columns by aggregating total amounts by category.
In the end, the Categories tab should look like this:
+-------------+-----------+-----------+-----------+| Category | 03/2020 | 02/2020 | 01/2020 |+-------------+-----------+-----------+-----------+| Gas | $225.00 | $220.00 | $0 |+-------------------------------------------------+| Groceries | $0 | $350.00 | $50.00 |+-------------+-----------+-----------+-----------+How would I go about combining this data? And additionally, is it possible to create a new column in the Categories tab if a new transaction is added to the Transactions tab for a new month, e.g. 04/2020?