Attached is a very condensed sample of the data I'm trying to sort with formulas, the main priority is to be able to AUTOSUM rows based on the "BANK ACCOUNT" "CURRENCY" "BANK DATE" "INVOICE DATE" and "CATEGORY", providing summaries monthly maybe placed on a separate worksheet. I did some searching on google I expect thousands of people have spent a long time making very complex accounting templates but so many results I was hoping to get some suggestions/help my best plan from the experts. Thanks again!