Hello,

I need some help with formulas. I would like to be able to SUM up the following in the Total EOM sheet tab.

The cells that will be referenced are:
E12 in CDs tab
E12 in IRAs tab
E12 in Savings-Checking-Money Market tab


E2 in Annuity tab

I would like to be able to SUM all the above referenced cells at the end of each month in the Total EOM sheet tab in their respective year/month cells.

Would someone please help? Thank you for your consideration.

Happy New Year,
Karen

Attached Files

Finances.xlsx (19.2 KB, 12 views)

It's not apparent from your workbook where the date ranges on your various tabs are supposed to come from. One can guess that they're in column C for the CDs & IRAs tabs, but there's nothing equivalent on the Savings-Checking-Money Market tab or the Annuity tab.

Assuming column C is to be used for the CDs & IRAs tabs, a workable formula for those in B2 of Total EOM worksheet might be:
which can be copied down to row 13 and across to column L.

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Cheers,
Paul Edstein
[Fmr MS MVP - Word]

@Karen
It makes things easier for helpers when one provides some data and manually mocked-up results to his sheet
Why not use one sheet instead of the three first, just adding a column with their respective origin ? From there a simple Pivot Table would be the way to go.

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Did the provided answers help?

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Yes, thank you!