Good afternoon, this is in regards to summarizing different general ledger accounts (rows) into categories to get a YTD amount for each category by adding up columns that are less than or equal to the current month. I used to have a workbook where I wrote this formula at my old job, and now I am at a new one trying to write it again and I can't seem to get it to work - if I recall it used index and match, I'm just having trouble factoring in the less than or equal bit. A visual representation is below, assume August is period 4 (I know it's the 2nd month but I use the '4' for another formula so I'm calling it period 4). Basically I want to make a formula for cell I4 where I can change the category in cell I2 and the period number in cell I3 and get a result in I4 that sums up all amounts in that category for year to date (includes the current period + prior periods). Can anyone help?