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SUMIFS With criteria being "add only the line items from beginning of the CURRENT month"

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    Question SUMIFS With criteria being "add only the line items from beginning of the CURRENT month"

    I want to do a weekly data dump for budgeting purposes. I dump a year's worth of data because I also run other mini reports.
    From that same yearly data dump, I would like to put in a cell a SUMIFS formula (I have many credit cards) what is my current balance for the month while ignoring the past 11 months worth of data. To make it more accurate, I would also ask SUMIFS to NOT COUNT the line item that says "*PAYMENT*" in it.

    How do I tell the SUMIFS formula to only add the line items of the CURRENT MONTH (ex. 8/1 since we are in August right now)? This is meant to be a living spreadsheet, so it's something I would be using weekly.

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    Forum Guru Pete_UK's Avatar
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    Re: SUMIFS With criteria being "add only the line items from beginning of the CURRENT mont

    Two of the criteria in the SUMIFS function would be:

    ... $D:$D,">="&DATE(YEAR(TODAY(),MONTH(TODAY),1),$D:$D,"<="&EOMONTH(TODAY(),0) ...

    assuming your dates are in column D. You gave no information about which columns are used in your sheet, so I have had to guess.

    Hope this helps.

    Pete

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    Re: SUMIFS With criteria being "add only the line items from beginning of the CURRENT mont

    I see a small typo: there is 1 bracket missing: ... $D:$D,">="&DATE(YEAR(TODAY(),MONTH(TODAY(),1),$D:$D,"<="&EOMONTH(TODAY(),0) ...

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    Re: SUMIFS With criteria being "add only the line items from beginning of the CURRENT mont

    I entered the formula, and I got the following error: You've entered too many arguments for this function.

    This is my complete formula including the portion you gave:
    =SUMIFS(F:F,B:B,I21,A:A,">="&DATE(YEAR(TODAY(),MONTH(TODAY),1),A:A,"<="&EOMONTH(TODAY(),0)))

    I switched $D:$D for A:A because column A is where my dates are.
    Once the error happens, I get a small pop up in the formula with the following verbage: YEAR(serial_number)

    What does that little pop up mean?

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    Re: SUMIFS With criteria being "add only the line items from beginning of the CURRENT mont

    See post #3, you are also missing 1 bracket.
    I colored the missed bracket red and made it bold.

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    Re: SUMIFS With criteria being "add only the line items from beginning of the CURRENT mont

    Quote Originally Posted by HansDouwe View Post
    I see a small typo: there is 1 bracket missing: ... $D:$D,">="&DATE(YEAR(TODAY(),MONTH(TODAY(),1),$D:$D,"<="&EOMONTH(TODAY(),0) ...
    Hans, same error as Pete's, except the pop up says MONTH instead of YEAR.

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    Re: SUMIFS With criteria being "add only the line items from beginning of the CURRENT mont

    Sorry, it should have been:

    ... $D:$D,">="&DATE(YEAR(TODAY()),MONTH(TODAY()),1),$D:$D,"<="&EOMONTH(TODAY(),0) ...

    or you could simplify it as follows:

    ... $D:$D,">"&EOMONTH(TODAY(),-1),$D:$D,"<="&EOMONTH(TODAY(),0) ...

    Hope this helps.

    Pete

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    Forum Guru Pete_UK's Avatar
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    Re: SUMIFS With criteria being "add only the line items from beginning of the CURRENT mont

    Your formula should become:

    =SUMIFS(F:F,B:B,I21,A:A,">"&EOMONTH(TODAY(),-1),A:A,"<="&EOMONTH(TODAY(),0))

    Hope this helps.

    Pete

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