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Sum budget totals depending on the month

  1. #1
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    Sum budget totals depending on the month

    I have a simple spreadsheet showing budget numbers for January through December. Each month, actual numbers will be entered for that month. I want to have a column at the far right for year-to-date, and I would like to have formulas accomplish the task of figuring out which month it is and entering the correct budget totals. In other words, if May actuals have been entered, I want the year-to-date column for the budget to contain Jan+Feb+Mar+Apr+May totals.

    I tried a nested if statement, i.e. if December actuals are > 0, then total all 12 months, if November actuals are > 0, then total 11 months, etc. but then I learned there is a limit of 7 statements that can be nested.

    This seems like such a simple question, and a very typical task. Any ideas how to accomplish?

  2. #2
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    Maybe I am misunderstanding the question.

    If you have a sum function across a range, and that range is left blank, it is just not added in. So, assuming your range is Jan-Dec, and it is May, am I wrong in assuming that Jun-Dec will all be blank or zero values? In that case, would a basic sum function not work?

  3. #3
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    Sum budget totals depending on the month

    I guess I neglected to say that the budget numbers for all months will be entered in advance. I then want the spreadsheet to know, for instance, that once the May actuals have been entered, the ytd budget column should be populated with the sum of the Jan-May budget numbers.

  4. #4
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    Check out this file and let me know if you can incorporate it with your numbers.

    Let me know if you need additional assistance.
    Attached Files Attached Files

  5. #5
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    Thanks, but I don't think that will not work with my format, which has a traditional layout showing a column for actual January, then a column for budget January, then actual February, then budget February, etc. So, for any given account, the actual and budget numbers are in the same row for all months.

  6. #6
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    I realize that budget figures are usually confidential and should not be posted on the internet, but if you can upload a sample of your file (make up some numbers) so we can see your format, it will be much easier to help you.

    Just .zip the file, and attach it to the post.

  7. #7
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    Thanks. Here you go. I created a sample instead of sending the actual file. The concept is the same.
    Attached Files Attached Files

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