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excel having to add up all togather

CT 20 Reputation points
2025-08-13T14:30:02.22+00:00

I am working on summing credit card bills per user/building in Excel to determine how much each user/building owes.

The data includes all charges and credits, and I have added a Column G where I've annotated each charge with the corresponding user/building code (e.g., $120.00 user 36, 110 user 86, $5.99 user 36). My goal is to calculate the total amount each user has used, which could involve around 100 charges per month.

Additionally, I need to track how much each user has paid and their outstanding balance. It’s important to maintain a record of what remains owed from the previous bill and aggregate this to maintain an annual balance.

Any assistance with formulas or methods to achieve this in Excel would be greatly appreciated.

Microsoft 365 and Office | Other
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  1. Randy Baroja 2,770 Reputation points Independent Advisor
    2025-08-13T15:07:15.3733333+00:00

    Hey there!

    Nice to meet you! I'm Randy, an Independent Advisor.

    Hi CT, You can try this. Set up your Excel sheet with columns for Date, Description, Amount (positive for charges, negative for payments), and User/Building Code, then use a SUMIF formula like =SUMIF(D:D,36,C:C) to total each user’s transactions or create a Pivot Table for quick per-user/monthly summaries. To track ongoing balances, add a running total column using =SUMIF($D$2:D2,D2,$C$2:C2), and at year-end carry the last balance forward to the next period; this way you can manage charges, payments, and outstanding amounts all in one place.

    Hope that it helps.

    Best regards,

  2. Randy Baroja 2,770 Reputation points Independent Advisor
    2025-08-14T13:48:40.5566667+00:00

    Hi,

    Here’s an example table to help you visualize the formulas:Screenshot 2025-08-14 214729

    1. =SUMIF(D:D,36,C:C) > Looks at column D for 36 (UserCode) and totals the matching values from column C (Amount). In this example, it would add 120 + (-50) + 5.99 = 75.99.
    2. =SUMIF($D$2:D2,D2,$C$2:C2) > Creates a running total for each user; as you copy it down, it sums all amounts in column C where the UserCode in column D matches the current row’s code, but only up to that row.

    Regards,

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