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K8Bug's avatar
K8Bug
Copper Contributor
Sep 05, 2024

Trying to Sum Expenses by Current Month

Hello,

 

I created a budget spreadsheet for myself and I want to sum only the current month's actual expenses. 

My current equation looks like this for my actual expenses:

=SUMIFS(J:J,H:H,M7,I:I,">="&MONTH($E$3),I:I,"<"&EDATE($E$3,1)

the E3 here references a cell that displays the current month that has the following equation:

=EOMONTH(today(),-1)+1

 

However I'm still seeing it calculate the sum of everything I've entered, not just the current month.

 

I've tried to figure out a SUMPRODUCT equation but haven't been able to get any to work for me. 

 

The table below is what I'm currently working with for reference.

 

ABCDEFGHIJKLMNOPQ
 8/1/2024$ 725.82$ 736.82$ (11.00) CampfireSubscriptions9/30/2024$ 4.25FALSE Car$ 250.00$ 62.50$ 299.59$ (49.59)
 8/8/2024$ 742.08$ 793.63$ (51.55) Car InsuranceInsurance9/28/2024$ 118.99FALSE Rent$ 99.95$ 24.99$ 199.90$ (99.95)
 8/15/2024$ 784.06$ 796.99$ (12.93) AppleSubscriptions9/22/2024$ 2.99FALSE Loan$ 100.00$ 25.00$ 100.00$ -
 8/22/2024$ 770.04$ 786.58$ (16.54) SpotifySubscriptions9/21/2024$ 19.99FALSE Food$ 400.00$ 100.00$ 407.07$ (7.07)
 8/29/2024$ 769.52$ 603.95$ 165.57 SutterMedical9/21/2024$ 50.00FALSE Self Care$ 200.00$ 50.00$ 402.88$ (202.88)
 9/6/2024 $ 400.00$ (400.00) HairSelf Care9/17/2024$ 110.00FALSE Cats$ 100.00$ 25.00$ 399.01$ (299.01)

 

I appreciate any advice!

3 Replies

  • Lorenzo's avatar
    Lorenzo
    Silver Contributor

    Hi K8Bug 

     

    Formatted your data as Table (recommended) named Table1 and added a couple of dummy info:

    in O7 Total of Subscriptions for current months:

    =SUMIFS(Table1[Amount],
      Table1[Description], M7,
      Table1[Date],">=" & E3,
      Table1[Date],"<" & EDATE($E$3,1)
    )

     

    • K8Bug's avatar
      K8Bug
      Copper Contributor

      Lorenzo I reformatted everything so they would be actual tables and plugged in your equation and it worked perfectly!

      Thank you so much. I've been trying to figure that out for about a month on and off.

      • Lorenzo's avatar
        Lorenzo
        Silver Contributor

        You're welcome K8Bug 

        At the bottom of each reply you get here there's Mark as response link. Clicking it helps people who Search - Thanks

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