Sure. I assumed that something was incorrect with my syntax. C7 represents the to date of the balances on the trial.

What I am trying to achieve is referencing the to date (column C on the trial balance) and then writing an agreement to say anything in column E in shareholder activity that is after that date to use the sumifs function to pull that activity. If the formula works, the return data in cell C7 should be 5,470.60.

I hope I am explaining myself better. Thank you again!