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SUMIF by Dates and Categories

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    Smile SUMIF by Dates and Categories

    Quote Originally Posted by JBeaucaire View Post
    Put this formula in I3 and copy down and to the K column, too:

    =SUMIF($C:$C, H3,$E:$E )
    JB - Thanks I've been trying to figure this out myself. Is it possible to specify a date range to pull from.

    Example

    I have sheet1 for budget and sheet2 for spending tracking by category.

    I would like sheet1 to total each categories from sheet2 by month. The example you gave above works but it totals the whole year for that category so far. Is it possible to have that SUMIF function only pull items in those categories during a certain month? Right now I manually input those totals in and if it's possible that would save a lot of time.

    Thanks

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    Re: Sum by category

    Hi and welcome to the forum.

    Unfortunately your post does not comply with Rule 2 of our Forum RULES. Do not post a question in the thread of another member -- start your own thread.

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    Administrator JBeaucaire's Avatar
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    Re: SUMIF by Dates and Categories

    @ADROCK2005: When you joined the forum recently you agreed to abide by the Forum Rules, but in haste I fear you might not have actually read them. Please stop and take a moment to read them now. We all follow these rules for the benefit of all, as must you. Thanks.

    (link above in the menu bar)

    This question was moved to a thread of its own, as per forum rules.

    =====================

    You should read up on SUMIFS() instead. THat function lets you use more than one filtering criteria.

    For instance:

    Column A: Categories
    Column B: Dates
    Column C: Values to Sum

    =SUMIF($C:$C, $A:$A, "Cats", $B:$B, ">=1/1/2013", $B:$B, "<2/1/2013")
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