← 5 Days to Better Accounting Spreadsheets
Lesson 3 of 5
Day 3: Summarise with SUMIFS
What you will be able to do
Total the clean lines by category and by week with SUMIFS, set them against the budget, and read the variance with the right sign.
Your manager's question is not 'show me the lines'. It is 'where did the money go this month, and how does that compare with the plan?'. SUMIFS answers it by adding only the lines that meet your conditions. It works today because Day 1 gave every category one spelling and every date a real value.
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Step 1 of 8 · 1 point
The pack needs the last day of the period. B4 holds 1 September 2026. In B5, return the last day of the month that B4 falls in.
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Click and drag across cells to see their Average, Count and Sum here.
Rows 2 to 15 of 65
Name BoxB5fx