Vlookup with multiple criteria

[commoguy_2010]

Hello everyone,

I am working on my personal budget and have hit a snag along the way.

I am presented with a user form to enter payment data. From there the payment data is placed on a separate sheet (Payments). The payments sheet holds the item, amount paid, date paid and the confirmation number.

I also have a third sheet (2016 (for the year)) In this sheet the columns are the months of the year and each row starts with an item (Car, Insurance, Phone etc...)

My goal here is to lookup the values of the Payments sheet for certain criteria. Example - If there is a payment entered for "Car" in the month of "Jan" then I want the amount paid to populate in my (2016) sheet under JAN & Car.

Any help offered is greatly appreciated!

 

[commoguy_2010]

file:///C:/Users/commo_000/Documents/BUDGET/Slide1.JPG
file:///C:/Users/commo_000/Documents/BUDGET/Slide2.JPG
file:///C:/Users/commo_000/Documents/BUDGET/Slide3.JPG

 

[AhoyNC]

The easy way would be to use a pivot table.
Or this would be one way using SUMPRODUCT.
NOTE: the dates on Sheet2 are actual dates formatted to show month-year.

Excel Workbook
	A	B	C	D	E	F	G
1	Item	Jan-2016	Feb-2016	Mar-2016	Apr-2016	May-2016	Jun-2016
2	car	65	125	0	0	0	0
3	Food	200	0	325	0	0	0
4	Insurance	0	300	0	0	0	0
5	Rent	0	1000	1000	0	0	0
6	Misc.	0	0	56	158	0	0
Sheet2

Excel Workbook
	A	B	C	D
1	Item	Paid	Date	Con. Num.
2	car	$ 65.00	1/8/2016	c1
3	Food	$ 200.00	1/12/2016	c2
4	Insurance	$ 300.00	2/5/2016	c3
5	Rent	$ 1,000.00	2/4/2016	c4
6	car	$ 125.00	2/6/2016	c5
7	Rent	$ 1,000.00	3/1/2016	c6
8	Food	$ 325.00	3/15/2016	c7
9	Misc.	$ 56.00	3/18/2016	c8
10	Misc.	$ 158.00	4/2/2016	c9
Sheet1

 

[AhoyNC]

Sorry but my HTML maker Excel Jennie is not posting properly in the main forum for some reason.

 

[commoguy_2010]

Do you think maybe you could provide an example of what you are talking about. I am not too familiar with either functions.

Thanks!

 

[AhoyNC]

Let's see if this works:

Formula in Jan starts in cell B2 copy down and across.

[/SUMPRODUCT(--($A2=Sheet1!$A$2:$A$10),--(MONTH(Sheet1!$C$2:$C$10)=MONTH(B$1)),Sheet1!$B$2:$B$10)CODE]

Sheet 2
[TABLE="width: 446"]
[TR]
[TD="class: xl66, width: 82, bgcolor: #D9D9D9"][FONT=Calibri][SIZE=3][COLOR=#000000]Item[/COLOR][/SIZE][/FONT]
[/TD]
[TD="class: xl67, width: 82, bgcolor: #D9D9D9"][FONT=Calibri][SIZE=3][COLOR=#000000]Jan-2016[/COLOR][/SIZE][/FONT]
[/TD]
[TD="class: xl67, width: 82, bgcolor: #D9D9D9"][FONT=Calibri][SIZE=3][COLOR=#000000]Feb-2016[/COLOR][/SIZE][/FONT]
[/TD]
[TD="class: xl67, width: 82, bgcolor: #D9D9D9"][FONT=Calibri][SIZE=3][COLOR=#000000]Mar-2016[/COLOR][/SIZE][/FONT]
[/TD]
[TD="class: xl67, width: 98, bgcolor: #D9D9D9"][FONT=Calibri][SIZE=3][COLOR=#000000]Apr-2016[/COLOR][/SIZE][/FONT]
[/TD]
[TD="class: xl67, width: 82, bgcolor: #D9D9D9"][FONT=Calibri][SIZE=3][COLOR=#000000]May-2016[/COLOR][/SIZE][/FONT]
[/TD]
[TD="class: xl68, width: 82, bgcolor: #D9D9D9"][FONT=Calibri][SIZE=3][COLOR=#000000]Jun-2016[/COLOR][/SIZE][/FONT]
[/TD]
[/TR]
[TR]
[TD="class: xl69, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]car[/COLOR][/SIZE][/FONT]
[/TD]
[TD="class: xl65, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]65[/COLOR][/SIZE][/FONT]
[/TD]
[TD="class: xl65, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]125[/COLOR][/SIZE][/FONT]
[/TD]
[TD="class: xl65, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]0[/COLOR][/SIZE][/FONT]
[/TD]
[TD="class: xl65, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]0[/COLOR][/SIZE][/FONT]
[/TD]
[TD="class: xl65, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]0[/COLOR][/SIZE][/FONT]
[/TD]
[TD="class: xl70, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]0[/COLOR][/SIZE][/FONT]
[/TD]
[/TR]
[TR]
[TD="class: xl69, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]Food[/COLOR][/SIZE][/FONT]
[/TD]
[TD="class: xl65, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]200[/COLOR][/SIZE][/FONT]
[/TD]
[TD="class: xl65, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]0[/COLOR][/SIZE][/FONT]
[/TD]
[TD="class: xl65, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]325[/COLOR][/SIZE][/FONT]
[/TD]
[TD="class: xl65, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]0[/COLOR][/SIZE][/FONT]
[/TD]
[TD="class: xl65, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]0[/COLOR][/SIZE][/FONT]
[/TD]
[TD="class: xl70, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]0[/COLOR][/SIZE][/FONT]
[/TD]
[/TR]
[TR]
[TD="class: xl69, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]Insurance[/COLOR][/SIZE][/FONT]
[/TD]
[TD="class: xl65, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]0[/COLOR][/SIZE][/FONT]
[/TD]
[TD="class: xl65, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]300[/COLOR][/SIZE][/FONT]
[/TD]
[TD="class: xl65, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]0[/COLOR][/SIZE][/FONT]
[/TD]
[TD="class: xl65, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]0[/COLOR][/SIZE][/FONT]
[/TD]
[TD="class: xl65, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]0[/COLOR][/SIZE][/FONT]
[/TD]
[TD="class: xl70, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]0[/COLOR][/SIZE][/FONT]
[/TD]
[/TR]
[TR]
[TD="class: xl69, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]Rent[/COLOR][/SIZE][/FONT]
[/TD]
[TD="class: xl65, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]0[/COLOR][/SIZE][/FONT]
[/TD]
[TD="class: xl65, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]1000[/COLOR][/SIZE][/FONT]
[/TD]
[TD="class: xl65, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]1000[/COLOR][/SIZE][/FONT]
[/TD]
[TD="class: xl65, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]0[/COLOR][/SIZE][/FONT]
[/TD]
[TD="class: xl65, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]0[/COLOR][/SIZE][/FONT]
[/TD]
[TD="class: xl70, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]0[/COLOR][/SIZE][/FONT]
[/TD]
[/TR]
[TR]
[TD="class: xl71, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]Misc.[/COLOR][/SIZE][/FONT]
[/TD]
[TD="class: xl72, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]0[/COLOR][/SIZE][/FONT]
[/TD]
[TD="class: xl72, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]0[/COLOR][/SIZE][/FONT]
[/TD]
[TD="class: xl72, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]56[/COLOR][/SIZE][/FONT]
[/TD]
[TD="class: xl72, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]158[/COLOR][/SIZE][/FONT]
[/TD]
[TD="class: xl72, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]0[/COLOR][/SIZE][/FONT]
[/TD]
[TD="class: xl73, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]0[/COLOR][/SIZE][/FONT]
[/TD]
[/TR]
[/TABLE]

Sheet 1

[TABLE="width: 281"]
[FONT=Times New Roman][SIZE=3][COLOR=#000000] [/COLOR][/SIZE][/FONT][FONT=Times New Roman][SIZE=3][COLOR=#000000] [/COLOR][/SIZE][/FONT][FONT=Times New Roman][SIZE=3][COLOR=#000000] [/COLOR][/SIZE][/FONT][FONT=Times New Roman][SIZE=3][COLOR=#000000] [/COLOR][/SIZE][/FONT][FONT=Times New Roman][SIZE=3][COLOR=#000000] [/COLOR][/SIZE][/FONT][TR]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl71, width: 64, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]Row/ Col[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl72, width: 74, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]A[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl72, width: 74, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]B[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl72, width: 89, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]C[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl73, width: 72, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]D[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000] [/COLOR][/SIZE][/FONT][/TR]
[FONT=Times New Roman][SIZE=3][COLOR=#000000] [/COLOR][/SIZE][/FONT][TR]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl74, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]1[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl65, bgcolor: #D9D9D9"][FONT=Calibri][SIZE=3][COLOR=#000000]Item[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl65, bgcolor: #D9D9D9"][FONT=Calibri][SIZE=3][COLOR=#000000]Paid[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl65, bgcolor: #D9D9D9"][FONT=Calibri][SIZE=3][COLOR=#000000]Date[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl75, bgcolor: #D9D9D9"][FONT=Calibri][SIZE=3][COLOR=#000000]Con. Num.[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000] [/COLOR][/SIZE][/FONT][/TR]
[FONT=Times New Roman][SIZE=3][COLOR=#000000] [/COLOR][/SIZE][/FONT][TR]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl74, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]2[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl66, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]car[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl67, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000] $         65.00 [/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl68, bgcolor: transparent, align: right"][FONT=Calibri][SIZE=3][COLOR=#000000]1/8/2016[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl69, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]c1[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000] [/COLOR][/SIZE][/FONT][/TR]
[FONT=Times New Roman][SIZE=3][COLOR=#000000] [/COLOR][/SIZE][/FONT][TR]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl74, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]3[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl66, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]Food[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl67, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000] $      200.00 [/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl68, bgcolor: transparent, align: right"][FONT=Calibri][SIZE=3][COLOR=#000000]1/12/2016[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl69, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]c2[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000] [/COLOR][/SIZE][/FONT][/TR]
[FONT=Times New Roman][SIZE=3][COLOR=#000000] [/COLOR][/SIZE][/FONT][TR]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl74, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]4[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl66, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]Insurance[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl67, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000] $      300.00 [/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl68, bgcolor: transparent, align: right"][FONT=Calibri][SIZE=3][COLOR=#000000]2/5/2016[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl69, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]c3[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000] [/COLOR][/SIZE][/FONT][/TR]
[FONT=Times New Roman][SIZE=3][COLOR=#000000] [/COLOR][/SIZE][/FONT][TR]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl74, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]5[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl66, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]Rent[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl67, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000] $   1,000.00 [/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl68, bgcolor: transparent, align: right"][FONT=Calibri][SIZE=3][COLOR=#000000]2/4/2016[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl69, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]c4[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000] [/COLOR][/SIZE][/FONT][/TR]
[FONT=Times New Roman][SIZE=3][COLOR=#000000] [/COLOR][/SIZE][/FONT][TR]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl74, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]6[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl66, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]car[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl67, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000] $      125.00 [/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl68, bgcolor: transparent, align: right"][FONT=Calibri][SIZE=3][COLOR=#000000]2/6/2016[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl69, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]c5[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000] [/COLOR][/SIZE][/FONT][/TR]
[FONT=Times New Roman][SIZE=3][COLOR=#000000] [/COLOR][/SIZE][/FONT][TR]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl74, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]7[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl66, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]Rent[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl67, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000] $   1,000.00 [/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl68, bgcolor: transparent, align: right"][FONT=Calibri][SIZE=3][COLOR=#000000]3/1/2016[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl69, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]c6[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000] [/COLOR][/SIZE][/FONT][/TR]
[FONT=Times New Roman][SIZE=3][COLOR=#000000] [/COLOR][/SIZE][/FONT][TR]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl74, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]8[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl66, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]Food[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl67, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000] $      325.00 [/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl68, bgcolor: transparent, align: right"][FONT=Calibri][SIZE=3][COLOR=#000000]3/15/2016[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl69, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]c7[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000] [/COLOR][/SIZE][/FONT][/TR]
[FONT=Times New Roman][SIZE=3][COLOR=#000000] [/COLOR][/SIZE][/FONT][TR]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl74, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]9[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl66, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]Misc.[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl67, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000] $         56.00 [/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl68, bgcolor: transparent, align: right"][FONT=Calibri][SIZE=3][COLOR=#000000]3/18/2016[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl69, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]c8[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000] [/COLOR][/SIZE][/FONT][/TR]
[FONT=Times New Roman][SIZE=3][COLOR=#000000] [/COLOR][/SIZE][/FONT][TR]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl76, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]10[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl77, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]Misc.[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl78, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000] $      158.00 [/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl79, bgcolor: transparent, align: right"][FONT=Calibri][SIZE=3][COLOR=#000000]4/2/2016[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000]  [/COLOR][/SIZE][/FONT][TD="class: xl70, bgcolor: transparent"][FONT=Calibri][SIZE=3][COLOR=#000000]c9[/COLOR][/SIZE][/FONT][/TD]
[FONT=Times New Roman][SIZE=3][COLOR=#000000] [/COLOR][/SIZE][/FONT][/TR]
[FONT=Times New Roman][SIZE=3][COLOR=#000000][/COLOR][/SIZE][/FONT][/TABLE]

 

[AhoyNC]

For a pivot table.

Highlight your raw data on the payment sheet.
-Go to INSERT menu
-Pivot Table
-Choose new sheet

Then drag the Items to the row box.
Paid to Values box
Dates to Columns

Also the SUMPRODUCT formula for the above is:
=SUMPRODUCT(--($B3=Sheet1!$B$3:$B$11),--(MONTH(Sheet1!$D$3:$D$11)=MONTH(C$2)),Sheet1!$C$3:$C$11)

 

[MARK858]

Sorry but my HTML maker Excel Jennie is not posting properly in the main forum for some reason.

@AhoyNC, just for info HTML code is switched off in the General Excel Discussion & Other Questions forum. If you look in the bottom right corner of any forum it tells you in the Posting Permissions box what is available.

..and the reason the formula didn't display well in post #6 is you are missing [/ in front of "CODE" in

Sheet1!$B$2:$B$10)CODE]

.

Hope that explains it

 

[AhoyNC]

@MARK858, thank you I was wondering what happened. I thought something might have changed on my system to stop Excel Jeanie from working. Thanks again.