Quote:
Originally Posted by invgrp2
Is there a way to change the formula so when the month changes the formula will know when to start counting again AND keep the stating point until the month changes again
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With current design - NO!
You are trying to put all in single table - data entry, various summaries, some rows I can't even imagine for what they are there - and then you want to apply formulas on this mess!
Create on separate a table where all info is entered. And on other sheets you create summary tables/reports, where you can determine e.g. the time period, and according summary for this period is calculated from entry table.
Some rules for entry table:
1. Into one column you enter only one type of info. In your current table you have the column Exit Price - and there are values "DATA" and "Software"! When these are some real entries, then these values must be in some other column - they aren't prices!;
2. When column contains a formula, then the same formula must be in all rows of table;
3. Calculations in table (formulas) must not depend on row position. My advice is, have a column with date and time for every row, and use this column to decide the order of rows. Then you can calculate e.g. total profit for January like
Code:
=SUMIFS(ProfitColumn, DateTimeColumn, ">=" & DATE(2018,1,1),DateTimeColumn, "<" & DATE(2018,2,1))
In same way you can calculate running balance for every row - using SUMIFS() to sum all costs/purhcases/sales/etc from start of table until datetime of current row. Current row and all entries earlier than current row are summed, all entries later then current row are left out. And where this entry is positioned in table doesn't count at all.