Added is an example I'd use.

The Table can contain data from several years. NB! Real entries for entry dates, not totals as currently for 29. December 2024!

The order of entries in table does'nt affect formulas. To make this possible, I added an Entry ID column, which allows to register the entry with unique order number only, where the new entriy ID will be previous one +1. To see how, look at sheet Hidden (which you can hide afterwards )

Above of Table is Totals row, where you can select a year the totals there are calculated. To make it possible to use SUMIFS() to calculate totals, I added a Year column, which you can hide. Another way is to use SUMPRODUCT() to calculate totals - then you can skip the Year column. NB! It is a bad idea to have some info immediately above Table, as sometimes Excel my decide to include them. To avoid this, I left between totals and Table header an empty row and did hide it.
To select the year for Totals, on Hidden sheet is the Table where the years are listed. Based on this table is defined a Named Range which is used as source for Data Validation List in Totals row.

You can use the Autofilter on Date column (or on any other columns) to determine, how many and which rows are displayed (so the number of displayed entries is reasonable). as the formulas in Table are not depending on placement of references, you can add new rows at any place tou fancy. But I'll advice you don't add new entries immediately below header, as somehow Excel then takes the height of row and formats for some cells from header row! (Probably a problem with some of latest updates, as I haven't had this problem earlier!)

I had to replace column formats in Table with my local ones, as otherwise Excel messed up with them (and with Table Style too).
Also I had to edit some column headers (removed spaces or replaced them with underscore), as otherwise there were some problems (again a new ones for me) with references in Table Formulas.

Attached Files

EdJonesInvestment-25 - Copy.xlsx (26.9 KB, 4 views)