How to total spend by month?

AmandaBM · 01/08/24

I am new to smart sheet attempting to create a budget tracker and will need to total the spend by month, for now just using actual spend. I tried a formula I saw online and keep receiving unparseable, could be user error though. Attaching a screenshot of the headers I am using and some fake data for testing. I may either pull this to another sheet, also open to recommendations on best way to do this. Thanks!

Formula: =SUMIFS([Expense Month]:[Expense Month], [Month #]@row, [Actual Spend]:[Actual Spend])

=Chris Palmer · 01/08/24

Hello @AmandaBM,

Something like this perhaps?

=SUMIFS([Actual Spend]:[Actual Spend], [Expense Month]:[Expense Month], [Expense Month]@row)

=Chris Palmer · 01/08/24

Hello @AmandaBM,

Something like this perhaps?

=SUMIFS([Actual Spend]:[Actual Spend], [Expense Month]:[Expense Month], [Expense Month]@row)

AmandaBM · 01/08/24

That worked! Thanks, Mr. Chris. Another question, how would I be able to either pull that into another sheet? What would the formula look like?

=Chris Palmer · 01/08/24

https://community.smartsheet.com/discussion/comment/412325#Comment_412325

Glad this worked for you!

To pull this into another sheet you'll need to enter the formula on your primary sheet, then click the "Reference Another Sheet" to find the ranges for your formula:

AmandaBM · 01/08/24

Is it possible for us to chat about this if you have time this week?

How to total spend by month?

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