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Formula to pull SUMIF data for specific months?

I'm trying to create a type of budget spreadsheet to monitor my spending, and could use some help on pulling specific data from my Apple Card statements that I import into a table. My spreadsheet contains two tables:


  1. Monthly Totals - monthly totals for the four "Type" categories (column F of the Apple Card Transactions table).
  2. Apple Card Transactions - CSV exported statements that I copy/paste into this table.


I'm currently using a SUMIF function on cell B2 in table 1. It's referencing data from column F and G of table 2. It's looking for any cell that contains the word "Purchase" and adds the sum of all those purchases. This is great and exactly what I wanted! However, the problem is for each month I have to manually choose the cells in table 2 for the SUMIF function.


There must be a way to automate this so anytime I add new data to table 2, the cells in table 1 will automatically fill in the sums for each type (Purchase, Payment, Credit, Debit) for each corresponding month. In other words, I just want to copy/paste the CSV data into table 2 and have table 1 auto-fill the sums for each month.


Posted on May 26, 2023 2:01 PM

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Question marked as Top-ranking reply

Posted on May 26, 2023 3:18 PM

Hi RockyMountainOwl,

you can use SUMIFS for this task


Formula for Table 2

A2=SUMIFS(Table 1::$B,Table 1::$C,$A2,Table 1::$A,">="&B$1,Table 1::$A,"<="&EOMONTH(B$1,1))

It will take the Type and date and calculate the sum if all match

Row 1 in table 2 must be formatted as date, you can change it so it will only show the month.


Table 1::$A,">="&B$1 will check if the date is >= Jan 1st and Table 1::$A,"<="&EOMONTH(B$1,1) will check if it is <= Jan 31st. This will always be based on the date shown in row 1.


SUMIFS - Apple Support


If you set the $ sign correctly you can drag the formula to the rest of your cells.



Hope this will help

Regards Ralf


Similar questions

2 replies
Question marked as Top-ranking reply

May 26, 2023 3:18 PM in response to RockyMountainOwl

Hi RockyMountainOwl,

you can use SUMIFS for this task


Formula for Table 2

A2=SUMIFS(Table 1::$B,Table 1::$C,$A2,Table 1::$A,">="&B$1,Table 1::$A,"<="&EOMONTH(B$1,1))

It will take the Type and date and calculate the sum if all match

Row 1 in table 2 must be formatted as date, you can change it so it will only show the month.


Table 1::$A,">="&B$1 will check if the date is >= Jan 1st and Table 1::$A,"<="&EOMONTH(B$1,1) will check if it is <= Jan 31st. This will always be based on the date shown in row 1.


SUMIFS - Apple Support


If you set the $ sign correctly you can drag the formula to the rest of your cells.



Hope this will help

Regards Ralf


Formula to pull SUMIF data for specific months?

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