Tracking Expenses While Sorting

Edited Had whole column references. Did not notice table below data.

our quarters are Q1: Oct-Dec, Q2: Jan-Mar, Q3: Apr-Jun, Q4: Jul-Sep.

With that in mind find this formula in helper column H.

Formula:

=LOOKUP(MONTH(F3),{1,4,7,10},{2,3,4,1})

Then this summary table in J:0 and this formula K2:O5

Formula:

=SUMIFS($C$3:$C$31,$B$3:$B$31,K$1,$H$3:$H$31,$J2)

	J	K	L	M	N	O
1	Qrts	Additional Training	Local Travel Expenses	Advisory Board	Printing	Office Supplies
2	1	145	192.96	304.95	140.99	260.47
3	2	0	0	0	0	611
4	3	0	0	0	0	0
5	4	0	0	0	0	0
6	Year Totals →	145	192.96	304.95	140.99	871.47