Sum Values for a Single Month

Excel & Google Sheets

How it works

SUMIFS adds up column C only for rows whose date in column B passes both conditions: on or after July 1, and strictly before August 1. Those two bounds bracket the month exactly — every date in July qualifies, nothing outside it does. Using "<" the first of the next month is the reliable upper bound: it catches July 31 no matter what, and even handles dates that carry hidden times like July 31 2:00 PM, which "<=" July 31 would miss. Building the bounds with DATE(2026,7,1) instead of typing "7/1/2026" keeps the formula immune to regional date-format differences.

C:C

The amounts to add up.

B:B,">="&DATE(2026,7,1)

Dates on or after July 1. The & glues the operator to the date.

B:B,"<"&DATE(2026,8,1)

Dates strictly before August 1 — the clean upper bound for July.

When to use it

Use this for monthly revenue and expense totals, board-report summaries, and budget-vs-actual sheets. Point the DATE arguments at cells to make the month switchable from a dropdown.

Common mistakes

• ✕Forgetting the & and writing ">=DATE(2026,7,1)" inside the quotes.

  ✓Everything inside the quotes is treated as literal text, so the date never evaluates. Keep the operator quoted and glue the date on: ">="&DATE(2026,7,1).

• ✕Using "<="&DATE(2026,7,31) as the upper bound.

  ✓This misses any July 31 entry that carries a time, since 7/31 2:00 PM is greater than 7/31 0:00. Use "<"&DATE(2026,8,1) instead — it always covers the full last day.

• ✕Dates in column B are text, so the total comes back 0.

  ✓SUMIFS can't compare text to a real date. Check with =ISNUMBER(B2) — if FALSE, convert the column with DATEVALUE or re-enter proper dates.