Formula guide · Excel and Google Sheets · Updated May 13, 2026
SUMIFS by Month
Use SUMIFS to total values for a specific month from a table with transaction dates.
Quick Answer
To sum by month, use one SUMIFS condition for the first day of the month and another for before the first day of the next month.
Copyable Formula
=SUMIFS(D2:D500,A2:A500,">="&F2,A2:A500,"<"&EDATE(F2,1))Syntax
=SUMIFS(amount_range,date_range,">="&month_start,date_range,"<"&EDATE(month_start,1))Excel and Google Sheets
Worked Example
| A | D | F |
|---|---|---|
| Date | Amount | Month start |
| 2026-05-03 | 120 | 2026-05-01 |
| 2026-05-18 | 80 | |
| 2026-06-02 | 200 |
Result: Sums only rows with dates from May 1 through the day before June 1.
Steps
- Put the first day of the target month in a helper cell.
- Use >= month_start as the lower date condition.
- Use < EDATE(month_start,1) as the upper date condition.
- Format the helper cell as a month label if the report should look cleaner.
Common Mistakes
- Using TEXT(date,"mmm") for logic and making the formula harder to maintain.
- Using <= month end when times are included in the date values.
- Comparing against month names instead of real dates.
Excel vs Google Sheets Notes
The core idea works in both Excel and Google Sheets, but separators, function availability, and array behavior can vary by account, locale, and version.
Editorial check: This guide was last updated May 13, 2026. Formula behavior can vary by Excel version, Google Sheets rollout, and spreadsheet locale.