Thanks! Almost there, I think.
That totally clears up the second part of the ask!
On the month 1-3 though... only one column should populate in each row. P should populate if F(any) and D(3) are in the same month. Q should populate if F = current month + 1(. Month 3 should populate if F = Current month + 2(months).
If I populate all the cells P-R with: =IF(DATE(YEAR($F5),MONTH($F5),DAY(1))=DATE(YEAR($D$3),MONTH($D$3)+COLUMN(A1)-1,MONTH(1)),$K5,"")
All the cells populate with the same value.
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