Using IF and Date formula to sum across sheets

[jabsboise]

Hello,

I feel like I have a good challenge, but someone my know of a simple solution. I am working on a budget spreadsheet for my wife. Worksheets each have a month with a list of expenses and the headers equal each date for the month. The use will be for budgeting and tracking of what is paid. I have a year to date spot on a data worksheet intended to summarize data and feed the dashboard worksheet that gives her a graphical review of how we are sitting.

I would like for the year to date summary to be generated like this I think:

if today is greater than date in cell on top of column, then sum of B2 to today's date (column) down to row 50 in worksheet January, if today's date is greater than Jan 31, move to worksheet Feb, then worksheet March, etc. I imagine I can make a hidden worksheet that is pulling all of the months into one place, but she can use the separate worksheets to keep data entry easier.

Any thoughts?

Thanks.

[liquidmettle]

Hi jabs,

Do you have a sample workbook you can upload? Honestly I'd almost recommend a pivot table for what you've described, but if you want to avoid that option, here are some useful components you can weave into an if statement:

DATE(YEAR(TODAY()),MONTH(1),DAY(31)) this would equal 1/31/16

today() this would equal today's date

You can use those terms for your greater than/equal arguments. There are more things that may be useful but its hard to predict without the direction of an example.

Also, I may have a template already that you might like to try (if interested private message me your contact info and I can email it).

Cheers,

-LM

[jabsboise]

Attached is a template. Fields I am trying to figure out are on Data:B:80s.

Thanks.