Consolidating & pulling correct data to overview

1. Change months to Jan, Feb, etc to match sheet names and delete unneccessary columns.

2. Create Named range (List - CTRL F3 to view/edit) for all of th emonths.

3. Input, formula copied down:
=IFERROR(SUMIF(INDIRECT("'"&$B2&"'!G2:G100"),"Total Income",INDIRECT("'"&$B2&"'!H2:H100")),"")

4. Output formula:
=IFERROR(SUMIF(INDIRECT("'"&$B2&"'!O2:O100"),"Total Expenditure",INDIRECT("'"&$B2&"'!P2:P100")),"")

5. Formulae on monthly sheets are mostly straightforward, except for utilities:
=SUMPRODUCT((($J$1:$O$1="Internet")+($J$1:$O$1="Electricity & Water"))*$J$2:$O$10)

This, however, is a better layout. it allows the SUMPRODUCT formulae on th emonthly sheets to look down further. layout changges in yellow. All formulae (gold) changed slightly.

Hello and welcome to the forum.

You are making the same mistake that I see time and time again. You are mixing up the two elements of data capture and final reporting. The two require quite different treatments.

A lot of people start by designing the form that they expect to see as the final report or which at first glance seems the best way of capturing data, and then wonder why it's so difficult to subsequently analyse and summarise or extract information from it. Yours exhibits all those features.


You should always capture data in a simple two dimensional table and worry about reporting information from it afterwards. Without exception doing this you will always be able to easily obtain management information. Rarely is this the case if you start the other way round.
You will also throw open the whole wonderful world of the powerful Pivot table functionality.

So before you get too far with this I'd create a single sheet database that contains the following columns

Date
Category *
Amount


The * values could be Validation drop down cells from which you could pick values. The way I normally arrange these things is to have a single data entry row above the database in which the new values are entered, then a button which runs a macro that adds the new record to the database.