Hi everyone,

I need some help with some formulas, I will just start off with the one…
In my reconciliation tab I need to grab the sum of transactions from a statement tab, granted they match the particular category I have given them in the statement tab. The current formula I have, which works, is: 
=SUMIF(‘FY24 Statements’!$H$2:$H$5,B12, ‘FY24 Statements’!$E$2:$E$5)

The issue is that with each month I am making this a running statement tab, so I am adding in the new data each month at the top which means I need to change the ranges manually for the new month. I feel like there would be a more automated way around this so I was wondering if there was a way I could do a SUMIF that incorporates the month and year that I have displayed on the first tab (cell B2). So basically, it will only sum the amounts (FY24 Statements’!$E$2:$E$5) if the month and year match cell B2 AND then only sum from the category (FY24 Statements’!$H$2:$H$5).

Does this make sense?? 

Hope someone can help, thanks!

Megan

​Hi everyone, I need some help with some formulas, I will just start off with the one…In my reconciliation tab I need to grab the sum of transactions from a statement tab, granted they match the particular category I have given them in the statement tab. The current formula I have, which works, is: =SUMIF(‘FY24 Statements’!$H$2:$H$5,B12, ‘FY24 Statements’!$E$2:$E$5) The issue is that with each month I am making this a running statement tab, so I am adding in the new data each month at the top which means I need to change the ranges manually for the new month. I feel like there would be a more automated way around this so I was wondering if there was a way I could do a SUMIF that incorporates the month and year that I have displayed on the first tab (cell B2). So basically, it will only sum the amounts (FY24 Statements’!$E$2:$E$5) if the month and year match cell B2 AND then only sum from the category (FY24 Statements’!$H$2:$H$5). Does this make sense?? Hope someone can help, thanks!Megan  Read More

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