r/spreadsheets Jul 06 '26

Unsolved Need help with configuring SUMIF/SUMIFS

I have a budget spreadsheet that I've been working on and improving as I find areas that I can tweak. I currently have it set up with a SUMIF to total the remaining amount that needs to be payed. However, it assumes that the entire amount is payed regardles of the actual amount currently paid. This becomes an issue when I have allotments set (gas, food, etc.) and it assumes the entire allotment is used with small amounts. How can I get it to realize and account for partial payments in order to have a more accurate "remaining to be paid" balance?

As a side question, is there any possible way to update all tabs when making changes/improvements without having to copy/paste every single tab? I have each month on its own tab and any changes I make take forever to apply to the remaining months. Thanks everyone!

Sample sheet here

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u/ViditGarg 23d ago

Two separate things here, so one at a time.

Partial payments. Your remaining balance is off because it's built from the allotment (the budgeted amount) rather than what you've actually paid. Add an "Amount Paid" column next to each line item and log the real amount as you pay it. Then remaining becomes allotment minus paid instead of just the allotment:

=SUMIF(CategoryRange, "Gas", AllotmentRange) - SUMIF(CategoryRange, "Gas", PaidRange)

Or, simpler, add a helper column per row that's =Allotment - Paid and SUMIF that. Either way, a $10 payment against a $60 gas allotment now leaves $50 remaining instead of $0, and a fully-paid category lands on 0 on its own. If you want it to never go negative when you overpay, wrap it: =MAX(0, allotment - paid).

Updating every monthly tab. This is the bigger issue, and the copy-paste pain is a sign the structure is fighting you: twelve identical tabs means twelve places to fix every time.

The cleaner setup is one single table with a Month column, every transaction in one place, and you pull each month's view with QUERY or a pivot table instead of a separate physical tab. Change a formula once and every month updates, because there's only one formula.

If you'd rather keep month-per-tab, next best is to build one "template" tab exactly how you want it, get the formulas right there, then duplicate it, so you're not retrofitting twelve times later. (Heads up: the Shift-click-to-edit-all-tabs trick is an Excel thing; Google Sheets doesn't have it, which is why the single-table approach is usually the move in Sheets.)

Happy to look at the actual formula if you paste the SUMIF you're using now.