Sum Data by Month & Category

[r1ckl]

See attached file for spreadsheet showing account data. Need to know how to build a formula to summarize costs by month.

[etaf]

I have used a sumifs()
But had to change your titles of months from TEXT to an actual date 1st jan 2021 for example and then used a format MMMM to just show the month as you had it
=SUMIFS($F$3:$F$7,$E$3:$E$7,$C11,$B$3:$B$7,">="&D$10,$B$3:$B$7,"<="&EOMONTH(D$10,0))
But also added a pivot table, just to show how it can be setup with a pivot table, which can be quicker and gives some more options

[r1ckl]

Thanks!!!!!

[JohnTopley]

Set date in row 10 as excel dates and format as "mmmm"

in D11

=SUMIFS($F$3:$F$7,$B$3:$B$7,">=" &D$10,$B$3:$B$7,"<=" & EOMONTH(D$10,0),$E$3:$E$7,$C11)

Copy across and down

[r1ckl]

Thanks for the help!

[etaf]

you are welcome

[JohnTopley]

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