Year to Date Formula for an expense report

[mistywidel]

I have an expense report that has my Actual - Budgeted - Variance + YTD actual - YTD budgeted and YTD variance. my months are in separate sheets and I need the YTD amounts to tally up into the following month.... can you help me with this

 

[Jeffrey Mahoney]

Welcome to the forum. Really!

Ok, so I don't normally respond to first posts. ... and your question is so opened ended, it's practically a project.

You'll need to break that down into bite size pieces. Describe the format of each month sheet; same for all? Is the YTD Budget sheet the same format as the month sheets? You want your YTD values to tally into the next month; for instance Jan-Feb total into March?

For me, I don't spend time putting actual costs into different months. I have one database with all the years' expenses. Then I create formulas to sum the values into one sheet. Sumifs do wonders for this. Then there is no need to split the costs over many sheets. You can summarize your monthly costs into different tables on the same sheet if you want. Or you could simply have ruling date cell where the formulas look to tally YTD figures.

 

[mistywidel]

 

[Jeffrey Mahoney]

This is a simple formula to sum the values across a range of sheets:
=SUM('Months Beg:Months End'!B4)

Any sheets that you want included in the SUM formula needs to be between the Months Beg and Months End sheets. Those sheets are usually blank for me.