Find sum by month

[Frozen00]

I am looking to generate a table from a much larger dataset where it sums up planned amounts vs actual amounts by month. Below is a notional idea of the date table, and the table I want the results formated. In the read data have the dataset within a named dynamic range that grows as data is added. Looking to do this with formulas only, no VBA.

Book2
	B	C	D	E	F	G	H	I	J
1	This is a named range (MyRange)
2	Project	Funded Amount	Planned	Actual			Month	Planned	Actual
3	Apples	500	5/6/2023	4/18/2023			1/31/2023
4	Apples	400	6/6/2023	5/25/2023			2/28/2023
5	Grapes	300	7/8/2023	6/15/2023			3/31/2023
6	Apples	50	7/9/2023	7/8/2023			4/30/2023
7	Oranges	50	8/6/2023	9/15/2023			5/31/2023
8	Pinapple	1000	9/15/2023	9/10/2023			6/30/2023
9	Apples	800	1/5/2024	2/1/2024			7/31/2023
10	Apples	600	1/5/2024	2/16/2024			8/31/2023
11	Apples	400	2/1/2024	1/25/2024			9/30/2023
12	Grapes	700	3/1/2024	3/1/2024			10/31/2023
13	Oranges	500	6/1/2024	5/1/2024			11/30/2023
14	Pinapple	900	6/1/2024	5/28/2024			12/31/2023
15							1/31/2024
16							2/29/2024
17							3/31/2024
18							4/30/2024
19							5/31/2024
20							6/30/2024
Sheet1

Cell Formulas
Range	Formula
H4:H20	H4	=EOMONTH(H3,1)

 

[Fluff]

What version of Excel are you using?

I suggest that you update your Account details (or click your user name at the top right of the forum) so helpers always know what Excel version(s) & platform(s) you are using as the best solution often varies by version. (Don’t forget to scroll down & ‘Save’)

How about

=SUMIFS($C:$C,D:D,"<="&$H3,D:D,">"&EOMONTH($H3,-1))

 

[Frozen00]

Oh and I forgot, I need to be able to exclude items that fall into a "project", so for the example above, assume I need to exclude "Pinapple" from the summed values.

 

[Frozen00]

What version of Excel are you using?

I suggest that you update your Account details (or click your user name at the top right of the forum) so helpers always know what Excel version(s) & platform(s) you are using as the best solution often varies by version. (Don’t forget to scroll down & ‘Save’)

How about

=SUMIFS($C:$C,D:D,"<="&$H3,D:D,">"&EOMONTH($H3,-1))

using 365, so the latest and "greatest" haha

 

[Fluff]

You can exclude pineapple like

=SUMIFS($C:$C,D:D,"<="&$H3,D:D,">"&EOMONTH($H3,-1),$B:$B,"<>Pineapple")