Pivot Table Help Needed

[Luis H.]

Hi all, I am a new user to this site and I need help creating a pivot table. I have a spreadsheet where I enter expenses that are attributed to a certain category (e.g. Materials, Travel, Food, Honoraria). I need the pivot table to show the current budget after an expense is made. For example, the starting budget for Materials is $10,000 and an expense of $500 was made on 1/1/16 along with another $750 expense on the same day. Therefore, I want it to show $8,750 as the current budget after 1/1/16 and $8,600 after 2/9/16 (due to the $150 expense). All 4 categories should display the budget like this. I need a running total of the current budget after each expense per category. Please let me know if any further information is needed. Any help will be greatly appreciated, thanks!

Luis H.

CategoryDateExpenseStarting Budget
Materials1/1/2016$500$10,000
Travel1/2/2016$400$7,500
Food1/3/2016$300$2,500
Honoraria1/4/2016$200$5,000
Materials2/10/2016$100
Materials3/15/2016$1,000
Travel2/17/2016$900
Travel4/18/2016$800
Food5/21/2016$700
Food6/25/2016$600
Honoraria4/22/2016$1,500
Honoraria6/13/2016$2,000
Materials1/1/2016$750
Materials2/9/2016$150
Travel3/17/2016$100
Travel3/29/2016$200

 

[Chihiro]

Hi Luis H.,

Welcome to the forum. It'd be helpful if you can upload sample file with your data and how expected outcome looks like.

Not sure if this is what you are looking for... but see attached.

I used calculated field "Remaining Budget" with formula.

However, since you have starting budget entered only once. You can't show running total remaining (not how PivotTable works) at intervals, only total remaining for entire data set.

Typically, doing budget analysis in pivots are done as actual vs. budget on line by line basis. See link below for an example.
http://www.onlinepclearning.com/excel-budget-expenses-calculator-excel-2013/