How can I create an expense form that totals the "Amount" field or column like Excel?

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    Stacey_Altieri
    Asked on August 15, 2025 at 2:40 PM

    I tried the Configurable List widget in a form, but couldn't figure out how to use the Calculation widget to sum.

    That little AI critter recommended using an input table, but I didn't see how/if that would allow user to dynamically add rows. Alternatively I could simply create a form with 10 rows and users just fill them in but again, couldn't see how. your templates showed a bunch of "Expense Reports" but all seemed to be able to just record a single expense. I need like 9 columns and at least 10 rows and then the ability to to sum the Amount column. Help! I know Jotform can do it! I'm trying to replicate this:

    How can I create an expense form that totals the Amount field or column like Excel?  Image 1 Screenshot 20

  • Profile Image
    Christian Ice JotForm Support
    Replied on August 15, 2025 at 3:23 PM

    Hi Stacey,

    Thanks for reaching out to Jotform Support. Unfortunately, the Configurable List widget does not support direct summation of dynamic rows within the form itself and the Input Table field does not allow dynamic row addition but supports multiple columns and rows. To total the amount or input value, you need to create a condition and use a separate field like Short Text field to pass the calculated value. Here’s how to get it set up:

    1. In Form Builder, click on Add Element on the left side of the page.
    2. Under the Basic tab, find and add Input Table and Short Text field into your form.

      How can I create an expense form that totals the Amount field or column like Excel?  Image 1 Screenshot 50
    3. Click on Settings in the orange navigation bar at the top of the page.
    4. Select Conditions in the menu on the left side of the page and click on Update/Calculate Field.

      How can I create an expense form that totals the Amount field or column like Excel?  Image 2 Screenshot 61
    5. Copy the condition as shown in the screencast and click on Save.

      How can I create an expense form that totals the Amount field or column like Excel?  Image 3 Screenshot 72

    Here's how it looks:

    How can I create an expense form that totals the Amount field or column like Excel?  Image 4 Screenshot 83

    You can clone my demo form if you want.

    Give it a go and let us know if anything else comes up.

  • Profile Image
    Stacey_Altieri
    Replied on August 15, 2025 at 3:35 PM
    Awesome thank you I’ll try it when I get home!!
    Sent from my iPhone
    ...
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    Stacey_Altieri
    Replied on August 18, 2025 at 9:30 AM
    Christian thanks so much this is perfect!!!
    Xoxo
    Stace 😊
    [photo]<https: />
    Stacey Altieri
    President/CEO, Procedure Portals
    203-745-8335<203-745-8335><https: />
    <stacey>

    </stacey></203-745-8335>...
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    Stacey_Altieri
    Replied on August 21, 2025 at 1:30 PM
    Christian I’ve been playing around with this. The issue is that I need the first column to be editable, not a label. I need label only in column headers and all fields in the row to be editable.
    Is there any way to finagle this input table to do that? Specifically to make the field you have “test” in to be editable and to put another header above it. I’m looking just for a simple table that has a header row and editable columns with the total calculation (which is great). I can’t image that you can’t do that!
    I also tried the configurable list widget where fields run across in rows, but I couldn’t figure a way to make the Number field within the widget become the target for the calculation.
    Hoping you can help a bit further, thanks!
    Stace
    [photo]<https: />
    Stacey Altieri
    President/CEO, Procedure Portals
    203-745-8335<203-745-8335><https: />
    <stacey>

    </stacey></203-745-8335>...
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    John JotForm Support
    Replied on August 21, 2025 at 2:00 PM

    Hi Stacey,

    The Input Table field does not allow dynamic addition of rows by users, and the first column cannot be made editable if it is used as a label. While the Configurable List widget allows dynamic rows and editable fields across columns, but it does not support calculations within the widget.

    Another alternative you can do is to use the Spreadsheet widget since you mentioned that you want a spreadsheet format. This widget lets you create a neat spreadsheet-like interface which supports text and numeric entries. With this, you can assign calculation formulas to specific cells. Your users can edit the columns and you can also set specific cells as read-only to display calculated totals, preventing user edits. Here's how:

    1. In Form Builder, click on the Add Elements button on the left side of the page.
    2. Under the Widgets tab, search for the Spreadsheet widget and click on it to add to your form.
    3. On the right panel that opens up, you can specify the number of rows and columns that you need under the Number of Rows and Number of Columns sections. How can I create an expense form that totals the Amount field or column like Excel?  Image 1 Screenshot 40
    4. On the Default Value section, you can set you the formulas as you see below.
    5. On the Read-Only section, you can enter the Total Amount cell that displays the calculated total to prevent edits.
    6. Click on Update once done. How can I create an expense form that totals the Amount field or column like Excel?  Image 2 Screenshot 51

    This way, you can easily get the total amount within the widget with editable columns. Take note that the Spreadsheet widget does not support dynamic addition of rows by users during form filling; you will need to set a fixed number of rows. Check out the screencast below for the results:

    How can I create an expense form that totals the Amount field or column like Excel?  Image 3 Screenshot 62 You can also check out this guide on How to Set Up the Spreadsheet Widget.

    Give it a try and let us know how it goes.