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Excel Sum Amounts If Date Is This Month

By Szabó Gergő · Updated

Build a start and end date for the current month, then SUMIFS amounts whose dates fall in that window.

Syntax and arguments

=SUMIFS(amounts,dates,">="&start,dates,"<="&end)
amounts
The numbers to add.
dates
The date column aligned with amounts.

Sum if this month examples

01
Current month

Dates A2:A200, amounts B2:B200.

=SUMIFS(B2:B200,A2:A200,">="&DATE(YEAR(TODAY()),MONTH(TODAY()),1),A2:A200,"<="&EOMONTH(TODAY(),0))

First of this month through the last day of this month.

02
Previous month

Same table.

=SUMIFS(B2:B200,A2:A200,">="&DATE(YEAR(EOMONTH(TODAY(),-1)),MONTH(EOMONTH(TODAY(),-1)),1),A2:A200,"<="&EOMONTH(TODAY(),-1))

EOMONTH -1 is the last day of last month.

03
Helper cells

Start in G1, end in G2.

=SUMIFS(B2:B200,A2:A200,">="&G1,A2:A200,"<="&G2)

Easier to audit than a nested DATE in every criterion.

Common mistakes

  • Comparing to TEXT(TODAY(),"mmm")

    That matches labels, not dates. Keep a real date column.

  • Forgetting the & before the date

    SUMIFS criteria that use >= must concatenate the operator and the date.

  • Text dates in column A

    Convert them first or SUMIFS will miss rows.

Sum if this month FAQ

Can I add a second criterion?

Yes. Extra SUMIFS pairs: =SUMIFS(B2:B200,A2:A200,">="&G1,A2:A200,"<="&G2,C2:C200,"Paid").

Does this work in a PivotTable?

Group the date field by month there. Use SUMIFS when you need a single cell.

How do I do year to date?

=SUMIFS(B2:B200,A2:A200,">="&DATE(YEAR(TODAY()),1,1),A2:A200,"<="&TODAY()).