Category =OR(B6="Income",B6="Housing",B6="Utilities",B6="Food",B6="Transports",B6="Entertainment") Type =IF(B6="Income","Income","Expense") Total Monthly Income/Expense =SUMIF(G6:G14,"Income",D6:D14) Net Blance =C17-C18 Budget Range =IF(G6="Income","Income",IF(G6="Expense",IF(D6>20%*$C$17,"Over Budget","In Range"))) Rank =IF(G6="Income","-",IF(G6="Expense",RANK(D6,$D$6:$D$14,0))) Table Helper VlookUp =SUMIF($B$6:$B$14,"Income",D6:D14)