Why is formular working in some cells but not others?

I am using your "Annual Business Budget" template to which I added an 11th budget category, and a department column in the "Expense Intake & List" sheet. I am experiencing a problem with the Fixed and Variable expense formular not capturing the expense in the Budget and Tracking sheet.

=IF($Name@row <> "", (SUMIFS({Expense}, {Category}, $Name@row, {Period}, 1, {Type}, "Fixed")), "")

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Accepted answers

Paul Newcome

Ok. So it looks like some of your Categories don't match. For example, in one screenshot you have "8200 - Minor Equip" and in the other screenshot you have "8200 - Minor Equipment".

Paul Newcome

Happy to help. 👍️

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Paul Newcome

Are you able to provide screenshots for context?

Prov

Here's the Expense intake.

And the Budget Tracking...8200 - Minor Equip, for example.

Prov

And the formular for Period 1...

=IF($Name@row <> "", (SUMIFS({Expense}, {Category}, $Name@row, {Period}, 1, {Type}, "Fixed")), "")

Paul Newcome

I can't see any of your column headers, so I am not sure where your formula is or what exactly each of the cross sheet references are pulling from.

Prov

Sorry about that!

Expense Intake...

Budget Tracking...

Paul Newcome

Ok. So it looks like some of your Categories don't match. For example, in one screenshot you have "8200 - Minor Equip" and in the other screenshot you have "8200 - Minor Equipment".

Prov

Details, details, details! I've been staring at it for so long. Thank you!

Paul Newcome

Happy to help. 👍️

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