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need moving tally

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Hi

in the attached file in the AMORT tab cell J17 has a total for 2 columns

=SUM(H26:H762)+SUM(I26:I762)

my issue is I want it to only add the total for columns H and I up to where column C (date) is <= Cell D5 (today's date)

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Hi again WlideCoyote

Instead of 

=SUM(H26:H762)+SUM(I26:I762)

use the SUMIF function as follows:

=SUMIF(C26:C762,"<=" & $D$5,H26:H762)+SUMIF(C26:C762,"<=" & $D$5, I26:I762)

(please check it works correctly- I don't have time!). It relies on D5 containing today's date (as it does in your file)..

You can find out about SUMIF (and related more powerful SUMIFS and COUNTIF/ COUNTIFS) in the tutorials secion, specifically here SUMIF - Sum Values Based on Criteria in Excel

Hope this fixes things for you. If so, please remember to mark this Answer as Selected.

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Thanks again John.
It appears to be working at this stage. will check late this week again to confirm
wildecoyote1966 (rep: 30) Mar 31, '24 at 8:03 am
Good, it should work. Thanks for selecting my Answer WileCoyote. 
John_Ru (rep: 6142) Mar 31, '24 at 2:44 pm
I used it in my homeloan as well and both are correct
wildecoyote1966 (rep: 30) Apr 1, '24 at 12:41 am
Great! 
John_Ru (rep: 6142) Apr 1, '24 at 3:07 am
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