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Use a 3‑D SUM with criteria on the payee name.
Assume this layout on each monthly sheet (January, February):
- Column A: Date
- Column B: Check number
- Column C: Name of place (e.g., Discover, John Doe)
- Column D: Withdrawal amount
On Sheet3 (summary sheet), put the names in one column, for example:
- A2: Discover
- A3: John Doe
Then use SUMIF with a 3‑D reference for the amount column:
In B2 (total for Discover across January and February):
=SUMIF(January:February!C:C, A2, January:February!D:D)
In B3 (total for John Doe across January and February):
=SUMIF(January:February!C:C, A3, January:February!D:D)
Explanation:
-
January:February!C:Cis a 3‑D reference to the “Name of place” column on all sheets from January through February. -
A2(orA3) is the name to match (Discover or John Doe). -
January:February!D:Dis the 3‑D reference to the Withdrawal column to be summed.
This will return:
- Discover — 60 + 20 = 80
- John Doe — 20 + 10 = 30
If sheet names contain spaces (for example January 2026 and February 2026), wrap them in apostrophes in the 3‑D reference, like:
=SUMIF('January 2026:February 2026'!C:C, A2, 'January 2026:February 2026'!D:D)
References: