I have a table of accounts, with information about the taxation of withdrawals from those accounts, and account balances by date, like this (and I'm opening to changing the design of this table):
(I just entered simple account balances to see if I could get totals that were correct.)
I want a formula that will sum the account balances, as of the most current listed date, for a specific named taxation category. In other words, in another sheet in my workbook, I will be doing a calculation on all of the money held in accounts that are taxed as ordinary income, etc., as of a specific date.
Can I do a SUMIFS-like calculation while also looking up balances by date? I have a feeling I've done something like this before, but I can't remember what functions I used...
Thanks for any ideas!
(I just entered simple account balances to see if I could get totals that were correct.)
I want a formula that will sum the account balances, as of the most current listed date, for a specific named taxation category. In other words, in another sheet in my workbook, I will be doing a calculation on all of the money held in accounts that are taxed as ordinary income, etc., as of a specific date.
Can I do a SUMIFS-like calculation while also looking up balances by date? I have a feeling I've done something like this before, but I can't remember what functions I used...
Thanks for any ideas!