running total between two dates

[lolan7]

I am trying to have my spreadsheet sum up purchases that fall between (month)
12th to (month) 12th, and when/if a new purchasing month starts, restart
summing the purchases. Column G are purchase amts. Column A are purchase
dates.

Originally, I just referenced month to month, with Column I formula:
=MONTH(A5) etc., and my running total forumla:
=IF(I4<I5,G5,IF(I5=I4,(G5+J4),0))
but because my purchasing dates are middle of the month, this is not working
so well.

I would like something I can fill down and not have to rewrite for each date.
I've looked through the discussion threads trying to figure out what might
work for me but haven't found anything.

Thanks in advance for your willingness to help!

 

[Don Guillett]

If desired, send your file to my address below. I will only look if:
1. You send a copy of this message on an inserted sheet
2. You give me the newsgroup and the subject line
3. You send a clear explanation of what you want
4. You send before/after examples and expected results.

 

[eksh]

why don't you try this formula?
SUMIF(range,criteria,sum_range)
for example =sumif(I:I,1,G:G)
If you can give an example of the data and the wished outcome, it will be
helpful to derive the formula.

 

[bman]

Sounds like you want a running total for the month as well as a total running
total. Col J is your running total, right? Add col. J or another for you
month totals. If so, try this. Add col. J or another for your month totals.
Of course the first entry for your running total column is the data you are
adding. In the second row (J), try this.

=IF(MONTH(A2)<>MONTH(A1),G2,G2+G1)

this is presuming your list of transactions is in chronological order
starting at the top and the most recent transaction at the bottom.

This works because all of your transactions in a particular month have the
same month.

You might also try taking a look at DATA|SUBTOTALS menu to see if this
wouldn't provide better/easier information and displays the information in an
easy to read fashion. (using numbers 1-12for the month)As I recall you can
elect to put a summary at the bottom
..


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