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:
- Monthly Totals - monthly totals for the four "Type" categories (column F of the Apple Card Transactions table).
- 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.
