Wow - this is perfect guys. Thanks. I am a total newbie and can’t code so its slow progress but I am loving it! Will now incorporate this into my document and ‘learn by doing’.

Just to be really cheeky my dream is to get to a point where I can copy and paste my monthly bank statement into a new tab then go through and categorise it and then minus the ‘actual spend’ from the ‘categorised totals’. Any ideas on the formula to do that would be amazing, in the meantime I will get working on just summing up my categories.

I don’t know why it only shows the date rather than the amount in the real expenditure column and I need it to add up all the categories - so the Eat and Drink under real expenditure should show £120. Then I would need to minus it from the Monthly - Sum column - which I also can’t do…

One benefit of spending so much time trying to get this budget sorted is that I don’t have time to actually spend any money!

Because you chose the column Date as your Display column in your table September which is where you’re tracking your real expenditure … and this is the only data type a lookup field will return : row(s)

Now, to get the sum of the [Money Out] from your [Real Expenditure] lookup, you can simply add a Related column like this :