Using SUMIF formula with Multiple Sheets

Hi Community,

Starting in 7/2023, I created a budget template as follows:

For the month of July, I created:

Sheet 1 - A list of every transaction in July (from multiple bank account statements), assigning each transaction to a budget category (fuel, groceries, insurance, etc).

Sheet 2 - A list of budget categories and a budgeted monthly amount for eachcategory, along with a comparison of budget vs. actual expenses for each category. To accomplish this, I created a SUMIF formula for each BUDGET CATEGORY that retrieves all transactions from Sheet 1 that are in each given category (ex. groceries). To accomplish this, I used this SUM IF formula in the ACTUAL column , and it worked like a charm:

SUM IF [7/2023 Transactions::Transactions::Category],[A1],7/2023 Transactions::Transactions::$Amount]

[A2]

etc, etc, etc

So, for example, I had 15 Grocery purchases during the month of July appearing on Sheet 1. With the above formula, all 15 of those purchase amounts are succinctly retrieved from Sheet 1 (Transactions), and applied on Sheet 2 (Budget v. Actual), in the Actual Expenses/Groceries cell.

Now, for this month (August), I proceeded to duplicate Sheets 1 (Transactions List) & 2 (Budget v. Actual Expenses by Category) and change their names from 7/2023... to 8/2023... thinking I could then zero out the formulas and recreate them and that Sheet 4 (August Budget vs Actual) would pull data from Sheet 3 (August Transactions), repeating what I did with Sheets 1 and 2 (for July) on Sheets 3 and 4.

Nope ...

My SUMIF formula on my Sheet 4 is retrieving data from Sheet 1, not Sheet 3.

Can someone please explain how to pull data from a specified sheet when building a SUMIF formula?

Thank you!