TEXTJOIN / Personal Finance

List Monthly Expense Categories

I want to combine all the unique expense categories I spent money on this month into a single summary cell.

formula.xlsx
=TEXTJOIN(", ", TRUE, UNIQUE(B2:B7))

How it works: The `UNIQUE` function first extracts all distinct expense categories from your specified range (e.g., B2:B7), effectively removing any duplicates. The `TEXTJOIN` function then takes this list of unique categories, joins them together using a comma and a space (`, `) as the delimiter, and the `TRUE` argument ensures that any empty cells (if present in the unique list, though unlikely here) are ignored. This provides a clean, concise summary of all your spending categories for the month.

Data Setup

Date Category Amount
2023-10-01 Groceries 150.00
2023-10-03 Utilities 75.00
2023-10-05 Transportation 30.00
2023-10-08 Groceries 80.00
2023-10-10 Dining Out 50.00
2023-10-12 Utilities 60.00

Step-by-Step Guide

1

Ensure your expense data is organized with a column for 'Category' (e.g., Column B).

2

In an empty cell where you want the summary, enter the formula: `=TEXTJOIN(", ", TRUE, UNIQUE(B2:B7))`.

3

Adjust the range `B2:B7` to encompass all your expense categories for the month.

4

Press Enter to display a comma-separated list of all unique expense categories you've recorded.

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