Totals from two different tabs into a third tab of the same workbook

[mittmje]

Totals from two different tabs into a third tab of the same workbook

see attached example
Thank You

[Bo_Ry]

Please try at C2

=SUMIFS('Checking Account'!$C:$C,'Checking Account'!$D:$D,$B2,'Checking Account'!$A:$A,">=1"&LEFT(C$1,3),'Checking Account'!$A:$A,"<"&EDATE(1&LEFT(C$1,3),1))+SUMIFS('Credit Card'!$C:$C,'Credit Card'!$D:$D,$B2,'Credit Card'!$A:$A,">=1"&LEFT(C$1,3),'Credit Card'!$A:$A,"<"&EDATE(1&LEFT(C$1,3),1))

[mittmje]

Thank You
This works for January, how do I change it for February and all subsequent months throughout the year?

[mittmje]

Thank You
This works for January, how do I change it for February and all subsequent months throughout the year?

FYI only the row numbers change for each month

[mittmje]

Hello! Is there no other ways to do this?
The one solution provided is incomplete. HELP

[JeteMc]

If I understand what you are saying then I believe that Bo_Ry's solution already works for February.
To test I hanged the value in cell C17 on the Credit Card sheet from -8 to -80.
Now on the Annual Ledger sheet, the February value of Misc Retail is -92 while the value for January is still -20.
Let us know if you have any questions.

[mittmje]

Thank you, still is not working for me, I have to figure out what I'm doing wrong

[JeteMc]

It may help if you could upload another .xlsx file that illustrates the issue by highlighting or otherwise indicating where the formula is not yielding the expected results.
Let us know if you have any questions.

[mittmje]

Hi JeteMc, thank you for your suggestion. I have attached a new file where I added additional months as well as expected results in the "Annual Ledger" tab.
An additional observation:
If I copy and past the original string copied from this thread to D2 (in the "Annual Ledger") I get the same result as C2 instead of what is expected as shown in the "Expected Results" D12.
If, instead, I copy the string from C2 to D2 I get a different result (still not as expected)

[JeteMc]

The issue is that the dates in column A of the checking account and credit card sheets are not matching the months.
In both instances dates that should be for March and April are listed as being in February.
Let us know if you have any questions.

[mittmje]

The issue is that the dates in column A of the checking account and credit card sheets are not matching the months.
In both instances dates that should be for March and April are listed as being in February.
Let us know if you have any questions.

Oh that’s embarrassing, everything works now
Thank you

[JeteMc]

You're Welcome. Thank You for the feedback and for marking the thread as 'Solved'. I hope that you have a blessed day.

[mittmje]

So I have a question:
How would the formula change if I wanted to add or move any of the columns in the checking and or credit card tabs?

[JeteMc]

It may help if you could tell us which columns will be added or to where the existing columns will be moved.
Might be even more helpful if we could see another .xlsx file illustrating the possible changes.
Let us know if you have any questions.

[mittmje]

Thank You
Changes to Credit Cards tab only:
Added Post Date, Category and Type
See attached file

[mittmje]

Updated, enabled of the same file last sent

[Bo_Ry]

Please try at C2

=SUMIFS('Checking Account'!$C:$C,'Checking Account'!$F:$F,$B2,'Checking Account'!$A:$A,">=1"&LEFT(C$1,3),'Checking Account'!$A:$A,"<"&EDATE(1&LEFT(C$1,3),1))
+SUMIFS('Credit Cards'!$F:$F,'Credit Cards'!$G:$G,$B2,'Credit Cards'!$B:$B,">=1"&LEFT(C$1,3),'Credit Cards'!$B:$B,"<"&EDATE(1&LEFT(C$1,3),1))

[mittmje]

Fantastic, worked great
Thank You

[mittmje]

HELP, solution no longer works. When additional expenses are added in Checking account or Credit Card tabs, all cells in the Annual Ledger tab go to zero. Attached is the original file (Ledger Example Rev B) previously uploaded where I only added the number 1 into cell F2 of the Checking Account tab.
Then I created a new file with the same information called "Try Again 1-15-21" and the Annual Ledger tab shows #VALUE in every cell. What am I doing wrong?

[AliGW]

Then you need to remove the solved tag from the thread.