So I have to sheets, Expenses and Tax Expenses Overview. The Expenses sheet has it’s data filled via a Google form where I track date of purchase, the category it fits, whether it’s tax deductible, etc. The “Is this tax deductible” column filled with “Yes” or “No” data. I want to take all the cells that have “Yes” and take all the data from those rows and populate the Tax Expenses Overview sheet with it.

The Tax Expenses Overview sheet would sort this data by category and date (Specifically month by month) and display the totals for each category for each month.

I’m struggling to figure out a formula to do this. Any help would be appreciated.

In the pictures you can see how the data is displayed in the Expenses sheet and how I’d like to display them in the Tax Expenses Overview sheet.

For example, cell B2 in Tax Expenses Overview should display £168 (The sum of two expenses that are tax deductible from the same month, £99 and £69)

This is the Expenses Sheet filled with the data from the Google form

This is the Tax Expenses Overview sheet with a failed formula that I have edited from a different sheet