Formula for Month and Year-to-Date Comparisons

You can use SUMIF to sum the values from 2022 for the same month as in 2023. While not absolutely necessary, it would be a much simpler formula if you used column B in both tables to extract the month from each date. You can set the text color to white or the opacity to 0 so you don't see the numbers. There is one other problem to solve, though. If 2023 has two entries for a particular month, you don't want to calculate that month twice.

In both tables, the column B formula is

=IF(A2≠"",MONTH(A2),"")

fill down to complete the columns

In 2023 column E,

E2 =IF(AND(B1≠B2,A2≠""),SUMIF(B,B2,C)−SUMIF(2022::B,B2,2022::C),"")

fill down to complete the column

The check for A2≠"" is so you only do the calculation/formula if there is a date in column A

The check for B1≠B2 is so you don't calculate the same month twice. That would throw off your year-to-date calculation. It requires the table to be in chronological order, you can't have an entry for May then June then May again.

One other thing: If you add a row in the middle of the 2023 table, you will have to adjust the column E formula for the row below it so the B2≠B1 check points to the new row. Otherwise it will be pointing to 2 rows above. If this is a problem or you will be sorting the table or anything like that, we can use OFFSET to reference the correct row and that problem will be eliminated. B2≠OFFSET(B2,-1,0)