January 1 of the year after the year in A1 of 'this table' (Summary)Įxpenses::B,A3 the category in column B must match the category in January 1 of the year in A1 of 'this table' (Summary)Įxpenses::A,'<'&DATE(A$1+1,1,1), the date in column A of Expenses must be before Summary-1::C2: IF(LEN(A2)='&DATE(A$1,1,1),Expenses::A,'='&DATE(A$1,1,1), the date in column A of Expenses must be on or after

In the simpler case above, where all transactions are in the same year, the formula is concerned only with totals for each category.

Here's are two small examples illustrating each case.

If the document contains transactions during a period of more than a year, you'll need to turn to SUMIFS. If your document lists transactions during a single year, you'll be able to get the totals you want using SUMIF.