Unsure about how to formulate for specific problem.

I'm tyring to get the amounts from Transactions::D2:C21 to be reflected in the Personal Reoccurring::C2-C6 based on the "Type" in Trasactions::C2:C21. So if I have two groceries entries in Transactins, I want only those to add together into the Groceries "spent" in Personal Reoccuring.

SUMIF is your friend here:
The formula in C2, copied down, is:
      =SUMIF(TRANSACTIONS::C,A2,TRANSACTIONS::D)
Also see the 'Actual' column in the Personal Budget template.
SG

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