January 1 of the year in A1 of 'this table' (Summary)Įxpenses::A,"<"&DATE(A$1+1,1,1), the date in column A of Expenses must be before ![]() ![]() Summary-1::C2: IF(LEN(A2)="&DATE(A$1,1,1),Expenses::A,"="&DATE(A$1,1,1), the date in column A of Expenses must be on or after In the simpler case above, where all transactions are in the same year, the formula is concerned only with totals for each category. ![]() Here's are two small examples illustrating each case. If the document contains transactions during a period of more than a year, you'll need to turn to SUMIFS. ![]() If your document lists transactions during a single year, you'll be able to get the totals you want using SUMIF.
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