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A monthly total is easy to overstate when a category repeats

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outside the month or other categories share the same dates.

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This fictional ledger asks one question: how much Software spend

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occurred in September twenty twenty-six?

5
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The correct answer is seventy-five dollars from three rows.

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We will use SUMIFS with a category match and two date

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boundaries, then verify the contributing rows independently.

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The eight-row practice file uses DATE formulas and US comma separators.

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In a disposable Google Sheet, choose File, Settings, and set that

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spreadsheet's locale to United States; your account language does not change.

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Paste the file into A one and format the Date column if needed.

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Before summing, check that ISNUMBER of A two returns TRUE; otherwise

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re-enter the date formulas.

14
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Before writing a formula, mark September first, twelfth, and thirtieth

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as the Software matches.

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Their amounts are twenty-four, thirty-six, and fifteen dollars, totaling seventy-five.

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The October first Software row is outside September; so is the

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August thirty-first Software row.

19
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September Hosting and Office entries also do not qualify.

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This independent row test catches a formula that uses only category or only date.

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Google describes SUMIFS as summing one range when each specified

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criterion is met in the same row.

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In our sheet, C two through C nine contains amounts, B

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two through B nine contains categories, and A two through A nine contains dates.

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These ranges must have matching row boundaries.

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We will test category equals Software, date on or after September

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first, and date before October first.

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Type the formula from the guide into an empty cell.

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The first date test joins greater-than-or-equal with DATE twenty twenty-six, nine, one.

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That includes September first.

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A condition written simply as greater-than would miss the first day.

32
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The category test uses the exact text Software.

33
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The DATE function creates a date value, avoiding region-dependent

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interpretation of a month-slash-day string.

35
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The second date test is less than October first, not less than or equal.

36
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That excludes an October first entry and still includes every September

37
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date, including the thirtieth.

38
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Using the next month's first day is easier to maintain than

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guessing the last day of each month.

40
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It also works when dates contain times, because all times before

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October first remain included.

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The formula should return seventy-five.

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If it returns two hundred sixty-two, you probably summed all Software

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rows without the month bounds.

45
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If it returns one hundred forty-seven, you probably summed all September

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rows without the category.

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Compare the three contributing rows in the downloadable answer check.

48
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Then change the category criterion to Hosting; the same September date

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window should return sixty dollars.

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If the result is zero, test ISNUMBER on a date cell

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and confirm the DATE formulas evaluated instead of remaining text.

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Check the sum and criterion ranges all end on row nine.

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If your spreadsheet uses another locale, set this practice Sheet to

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United States or adapt the separators.

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The seventy-five-dollar result was checked in a private fictional Sheet;

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these on-screen panels remain illustrations.
