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Monthly total values for date-sorted data

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    Question Monthly total values for date-sorted data

    Hi all,

    My excel sheet contains a set of date-marked expenditures. It's all one running list - no starting a new column for each month or anything like that.

    I'd like to include a separate column/sheet showing total expenditure for each month. I've tried multiple formulae, along the lines of "Sum the B cells but only those for which the corresponding A cell is in the right value range". Or in programming terms, "for i from 1 to infinity, if x < A(i) < y, add B(i) to sum." Would very much appreciate help on getting this done in Excel. Since other formulae on the sheet are independent of item ordering (don't require the data to be sorted chronologically), a plus would be if the solution can be, as well.

    A separate thing I'd like to do (which I'm guessing has a similar solution) is to include grand (running) totals by expenditure type. A separate column of (non-numerical) expenditure codes is next to the data.

    Many thanks in advance.

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    Re: Monthly total values for date-sorted data

    Have a sample workbook?

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    Re: Monthly total values for date-sorted data

    sample expenditures.xlsx

    Sure thing, here is the same workbook with names and items removed. Note how the D column includes only the items for which the date has already passed, despite dates being in a random order for person 1.
    I'd like to sort by month and by category for each person in the first summary page.

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    Re: Monthly total values for date-sorted data

    See attached.
    Attached Files Attached Files

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    Re: Monthly total values for date-sorted data

    see the attached file with indirect
    Attached Files Attached Files

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    Re: Monthly total values for date-sorted data

    Thank you very much both of you!! Will have a look at your solutions and post again if I have any questions

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