How To Carry Over Balance In Dashboard & Updates When Changing From Month-Month?

Hi,

I have made an excel personal budget spreadsheet with a dashboard for everything to be in one place, the dashboard shows only the info for that month, when changing the month for May - June it updates to blank and is ready for more data to be input. I have a transaction list where the dashboard takes the data from for multiple months which I update daily, the problem I have is that I want to be able to carry over the end balance of May - June and for the dashboard to recognize this.

For example: I have £100 left at the end of May, When I change the dashboard month to June I want the balance to show for June £100 which is carried over from May, then once I input the data in the transaction list it will calculate my Income +£1000 = £1100.

My current formula is in cell I4: =SUMIFS(ExpenseAmount,ExpenseDate,">="&DATE(SelectYear,SelMonth,1),ExpenseDate,"<="&EOMONTH(DATE(SelectYear,SelMonth,1),0),ExpenseDescription,H4) - This formula finds all of the Income from my transaction list, just need to add to it to get the carry over from previous month.


Any help would be much appreciated.

see the big yellow banner - upload a desensitized version with representative date.

I have attached a copy of my spreadsheet with no personal info in this file.