(Note: Month_List is a named range containing Jan, Feb ...)
=SUM(INDEX(Budget_Row,1,Start_Month):INDEX(Budget_Row,1,Current_Month)) Best for: Comparing actual spending vs. budget without changing formulas monthly. indexoffinancesxls39 best
Use MATCH("*"&Value&"*", Range, 0) within INDEX. Best for: Searching for a vendor when you only remember part of their name (e.g., " Fed "). (Note: Month_List is a named range containing Jan, Feb
Use INDEX to map irregular income to specific expense buckets. Best for: Freelancers with fluctuating monthly pay. Feb ...) =SUM(INDEX(Budget_Row
Index your Total Income, then split into 50% Needs, 30% Wants, 20% Savings via dynamic labels.