Which Lookup, Sumproduct or Index Formula to find several info and add them up in 1 cell?

Example.xlsxI'm getting frustrated with my Excel, I thought I remembered how to use since I graduated from college several years ago. I am doing a freelance working lately and my tax accountant suggested me to set up an excel file to store all ** income and expense information to use. So, I tried to set up one sheet as general balance and other sheet to be detailed balance sheet.

What formula I need is to look up the "Month" and "Category" in the second sheet and pull that information to the first sheet. Sometime I will have two numbers that I need to be pulled and sum together for the month ** "January" I tried to use vlookup and index, it didn't work for me.

Thanks for the title change

If you intend adding data, then uyou probably need to use =SUMIF(). If you are using 2003 (as your pr**ile says), you may need to add a helper column to combine multiple critera.

I suggest you upload a (clean) sample workbook, showing what you are working with and what you want

I notice that the file you uploaded indicates 2007 or later (.xlsx), but your pr**ile says 2003. Please update your pr**ile as necessary, members tailor questions based on your excel version

1st, change the dates in "balance B2:M2 to actual dates...
1/1/14, 2/1/14 etc format custom mmm

Then try this, copied down and across....
=SUMIFS('Detailed Balance Sheet'!$D:$D,'Detailed Balance Sheet'!$B:$B,'Balance Sheet'!$A4&"*",'Detailed Balance Sheet'!$A:$A,">="&'Balance Sheet'!B$2,'Detailed Balance Sheet'!$A:$A,"<"&EDATE(B$2,1))

Did you change your "dates" to real dates?

1st, change the dates in "balance B2:M2 to actual dates...
1/1/14, 2/1/14 etc format custom mmm

	A	B	C
2		Jan	Feb
3	Income
4	Interpreting	$ 1,600.00	$ 1,600.00
5	Miles	$ -	$ -
6	Mileage	$ -	$ -
7	Parking	$ -	$ -
8	Taxi	$ 234.00	$ 234.00
9	Parking	$ -	$ -
10	Web Design	$ 500.00	$ 500.00
11	Fidelity	$ -	$ -
12		$ 2,849.00	$ 2,849.00
13		$ 2,849.00	$ 2,849.00
14	Work Expenses	$ -	$ -
15	Liability Ins.	$ -	$ -
16	Pr**essional Dues	$ -	$ -
17	Pr**essional Develop	$ -	$ -
18	Supplies	$ -	$ -
19	Travel	$ -	$ -
20	Lodging	$ -	$ -
21	Meals	$ -	$ -
22		$ 2,849.00	$ 2,849.00
23	Expenses	$ -	$ -
24	Cell Phone	$ 50.00	$ 50.00
25	Internet	$ -	$ -
26	Health Insurance	$ -	$ -
27	Medical	$ -	$ -
28	Tags	$ -	$ -
29	Propert Tax	$ -	$ -
30	Miscellaneous	$ -	$ -

I copied the data and changed the dates to 2/1 to test

you are matching on the wrong column frank
,'Detailed Balance Sheet'!$B:$B,'Balance Sheet'!$A4&"*" should just be ,'Detailed Balance Sheet'!$c:$c,$A4 as there is a list 0f catagories in col c
=IF(A4="","",SUMIFS('Detailed Balance Sheet'!$D:$D,'Detailed Balance Sheet'!$C:$C,$A4&"*",'Detailed Balance Sheet'!$A:$A,">="&B$2,'Detailed Balance Sheet'!$A:$A,"<"&EDATE(B$2,1))) gives a total 0f $2,849.00
which matches the sum on detailed balance sheet

	A	B
4	Interpreting	$ 1,600.00
5	Miles	$ -
6	Mileage	$ -
7	Parking	$ -
8	Taxi	$ 234.00
9	Parking	$ -
10	Web Design	$ 500.00
11	Fidelity	$ -
12
13
14	Work Expenses	$ -
15	Liability Ins.	$ -
16	Pr0fessional Dues	$ -
17	Pr0fessional Develop	$ -
18	Supplies	$ -
19	Travel	$ -
20	Lodging	$ 345.00
21	Meals	$ 120.00
22
23	Expenses	$ -
24	Cell Phone	$ 50.00
25	Internet	$ -
26	Health Insurance	$ -
27	Medical	$ -
28	Tags	$ -
29	Propert Tax	$ -
30	Miscellaneous	$ -

01/15/14? you need the first 0f each month in cells b2 to n2 0f balance sheet
here is what frank posted amended slightly

@ Martin, thanks for that catch, dont know why I used B instead ** C, should be...
=IF(A4="","",SUMIFS('Detailed Balance Sheet'!$D:$D,'Detailed Balance Sheet'!$C:$C,'Balance Sheet'!$A4,'Detailed Balance Sheet'!$A:$A,">="&'Balance Sheet'!B$2,'Detailed Balance Sheet'!$A:$A,"<"&EDATE(B$2,1)))