Annual Expense Overviews

[mycon73]

Conducting Monthly or Annual Reviews & looking to sum totals per expense category types between selected months

Have 12 worksheet representing each month with expenses - See December 2018 Expenses

Looking to extract the, "Min Due or Owe" & "Paid" expenses from the individual monthly worksheets or tables

-- I know sumif functions works well but that also involves more ranges or data named ranges creating too many named ranges or clutter for basically the same thing

In example file:

Looking to index whole table, then extract without creating a bunch of data ranges - Preferably, 1 or 2 Named Ranges per Worksheet Month

Expense Types & Minimum Due or Owe

Expense Types & Amount Paid


Thanks

[teylyn]

Hello,

why spread the data entry over 12 sheets? That only makes the reporting unnecessarily complex. Use one sheet for data entry, then you can create simple Sumifs or similar formulas that you can copy to the right without changing.

With the data spread over several sheets, you need different formulas for each month, since you need to reference the specific sheet that the data lives in.

[mycon73]

Hi Teylyn & Others

Like almost everything - There's Advantages or Disadvantages

In this instance - The (original) intent is to have a worksheet with income (not shown in example) & expense details per month which works great!!

Now, is the intent is to have an annual worksheet overview


I know I can make 3 Name Ranges per worksheet then use SUMIF or Sumproduct, such as:
-- Expense Type
-- Min Owe or Due
-- Paid

If I do this way - Would need 36 named ranges which gets cluttered or more difficult to manage

Like you - I agree in simplification & but at this point can compile the 12 months of expenses

What's are your suggestion - Doesn't some type of Sum Index type function work?


Thanks

[mycon73]

Hi Experts,

Isn't there some type of Sum Index type of function or is there a better function?

Thanks

[mycon73]

Does anyone have a solution?