#excel formula - which formula to use to match text that link to the amount and output total in mth

bbsinWhat I understood from your problem.

You want to get the data filled into your first sheet from the second sheet.

The first column of both the information sheets, have some kind of matching texts but not exact.

I think Vlookup should work great in this case . Although Vlookup is good if we have unique values in the column where matching is to be done. If you have office 365 go for Xlookup

And yes we have to use wild character * for the generalization and after the thing is done, I feel that a manual inspection would be needed as these functions fails badly if they capture any comparing value twice.

Again, if sheet was there, it would have been better.

for the reference of examples

vlookup

https://gyankosh.net/msexcel/functions/lookup-and-reference/excel-functions-vlookup/

xlookup

https://gyankosh.net/msexcel/functions/lookup-and-reference/excel-functions-vlookup/

and if the need is to join all the entries, the idea given above is good to create a common code as there are multiple entries with different names.

Nested IF can be applied for the date and that common code and sum can be done.