I'm trying to create a simple checkbook register on one sheet, then have monthly spreads where the data is separated out by that month. I've used =FILTER() before to automatically generate a list on a separate sheet based on the conditions set. But for some reason I'm struggling when it comes to dates.

Here's the function I'm trying to use (which isn't quite right)

=FILTER('Checkbook Register'!B14:J1000,TEXT('Checkbook Register'!B13:B1000, "mmmm")=B2)

B2 has the current month as a string December in this case.

The data I'm trying to copy to a another sheet as it's entered is in this format

What I'd like it to do is if the Date column matches the current month listed in B2 then add those transaction lines to the new sheet. I feel like I'm making this more complicated than it really is.

I've used this formula before to make the list if the checkbox is true

=FILTER(T5:X22,S5:S22=TRUE)

and loved the functionality of it. I thought something similar would be very useful in my personal budgeting spreadsheet rather than entering transactions on each individual monthly spread. I could track them on one main sheet and use the filter function to split them out.

Any advice would be greatly appreciated!

CodePudding user response：

I was close! In case anyone uses this in the future, my ranges were one row off. ^-^

B14:J1000 and B13:B1000

=FILTER('Checkbook Register'!B14:J1000,TEXT('Checkbook Register'!B14:B1000, "mmmm")=B2)

After correcting, this worked as expected.

CodePudding user response：

just in case B2 = December and B column contains empty cells use:

=FILTER('Checkbook Register'!B14:J, 
   TEXT('Checkbook Register'!B14:B, "mmmm")=B2, 
        'Checkbook Register'!B14:B<>"")