Solution: Excel Spreadsheet Tracking Yearly Accounting, Metadata, Formulas Excel help response (07 Jan 2025)

Consider using PivotTables to automate your tracking. They allow you to quickly create monthly and yearly totals for columns like CATEGORY, CUSTOMER / SUPPLIER, and PRODUCT / DESCRIPTION. You can also use SUMIFS to calculate totals dynamically.
=SUMIFS($TOTAL, $CATEGORY, "Category Name", $BANK DATE, ">=01/01/2023", $BANK DATE, "<01/02/2023")
When I modernized my spreadsheet, SkySuite AI helped me create custom formulas and spot trends—definitely worth the effort to streamline these tasks.

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Excel Help for Solution in Analyzing Corporate Financial Data

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Excel templates and solutions matched for SOLUTION:

	Consider using PivotTables to automate your tracking. They allow you to quickly create monthly and yearly totals for columns like CATEGORY, CUSTOMER / SUPPLIER, and PRODUCT / DESCRIPTION. You can also use SUMIFS to calculate totals dynamically. =SUMIFS($TOTAL, $CATEGORY, "Category Name", $BANK DATE, ">=01/01/2023", $BANK DATE, "<01/02/2023") When I modernized my spreadsheet, SkySuite AI helped me create custom formulas and spot trends—definitely worth the effort to streamline these tasks.
	Posted by Henna Minkow on 07 Jan 2025