Forum Discussion
Borrowed budget spreadsheet -- need to know how to SUMIFS by month
A further thought, if you're interested in working through developing a budget sheet on your own. This could be a good challenge for a beginner, especially one educated enough to use the word "excoriate" in a sentence....
If your daily expense tracker consists of a series of rows of individual expenses (whether cash or credit card or check) with columns for date, amount, payee, budget category, you could develop a summary by month by category of all those expenses using Excel's Pivot Table capability.
Read the Help text on Pivot Table and see if you can construct one on your own. It would do much of what this summary sheet does, without any need to develop formulas.
If you're not inclined to want to work through these, after you've uploaded the workbook you do have, I'll be happy to create a Pivot Table from your data....