Need Help with Formula or Function Pulling Data to Another Tab

I was wondering if you might be able to help me with a formula and/or function. For example, I want to take the sum amount I spent on CCards (Sub-Category) from Expenses-Month tab and input that value to the January section on the Expenses-Year tab. Both tabs are on the same spreadsheet. I am so lost and have no idea how to solve this. But I have a feeling it's a simple solution to the pros out there..

A picture of a spread sheet is not much use to us - it would be better to attach a sample Excel workbook, as described in the yellow banner heading at the top of the screen.

You would probably use the SUMIFS function to do what you are wanting to achieve. It would help if the entries in cell D2 and across are actual dates which are formatted to show just the first 3 letters of the month - the dates should be the 1st of the month.

Hope this helps.

Pete

Hi Pete,

Thanks for the reply and feedback. I'm not exactly certain what you mean. I'm learn visually, which is kind of a curse. Can you please show me what you mean with screenshots? Here's a link to a sample sheet per your suggestion.Sample Budget Spreadsheet.xlsx

Thank you and kind regards,

Jason

First of all, you need to ensure that the dates going across row 2 in the Year sheet tie in with the year that the data relates to - they are set to 2016 in your sample file. You can change them all manually if you wish, but it would be easier if you put 1/01/2023 in cell D2, and then this formula in E2:

=EDATE(D2,1)

which will move the date on by one month. Copy this formula across into F2:O2.

Then in D4 you could have this formula:

=SUMIFS('Expenses-Month'!$C$5:$C$95,'Expenses-Month'!$F$5:$F$95,$C4,'Expenses-Month'!$B$5:$B$95,">="&D$2,'Expenses-Month'!$B$5:$B$95,"<="&EOMONTH(D$2,0))

which will sum the entries in the Monthly sheet for January where column F contains CCard. This formula can be copied across to column O for the other months, although there is no data for those months in your sample sheet.

Hope this helps.

Pete

In addition to the formula that Pete_UK provided, you need to go to the Expense-Year sheet and change the year in cells D2 to O2 from 2016 to 2023. That should make things work for you.

That's what I said in my first paragraph.

Pete

Sorry Pete, I missed that.

Thanks to all of you for the tips. I'll try that out and see what happens... Much appreciated!!!

IT WORKS!!!! YES!!! This is amazing!!! Thank you everyone again SO MUCH!!!!

For some reason, when I copy the formula over to the columns (E to O) for the other months, the total always displays $0 and not the actual value. I'm not sure why..

The first value in February for Ccard occurs on row 116, whereas the ranges for your SUMIFS formula in the Expenses_Year sheet only go up to row 95.

Hope this helps.

Pete

Oh I see what you mean. I extended the range to 5000 and it worked (I think). Thank you again Pete_UK !!

How could I add a filter to quickly view on transactions from 2023 and 2024 and for future years for both Expenses and Income tabs?