October DealsAmazon USOctober deal check: compare before you payAmazon US: current deals, useful picks and tech finds.Check DealsWindows FixRecommendedWindows errors stealing your time? Find the fix fastScan stability, cleanup and performance issues.Fix NowOctober DealsAmazon USDeal season is back - check today's better picksAmazon US: current deals, useful picks and tech finds.See Picks×
Skip to content
The Finance Base
The Money Desk · Blog
Re:

How to Use the SUMIF Function in Excel – 7 Examples

Use Excel's SUMIF function to total numbers that meet one condition. These seven examples cover budgets, categories, thresholds, wildcards, blanks, and dates.
From TheFinanceBase Team6 min to read
Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.

SUMIF adds numbers only when a related cell meets one condition. That makes it useful for personal-finance sheets such as category budgets, transaction logs, property commissions, and date-based income reports.

Its basic syntax is:

=SUMIF(range, criteria, [sum_range])

range is the cells Excel checks, criteria is the condition, and sum_range is the cells to add. The final argument is optional. If you leave it out, Excel adds matching cells from range itself.

How to enter a SUMIF formula

  1. Select the cell where you want the result.
  2. Type =SUMIF( in the cell or Formula Bar.
  3. Enter the range, condition, and optional sum range, separated by commas in US-English Excel.
  4. Type ) and press Enter.

Excel supports SUMIF in Microsoft 365, Excel for the web, Excel 2024, Excel 2021, Excel 2019, and Excel 2016, including supported Mac editions. You can also open the function wizard through Formulas > Insert Function, or press Shift+F3.

For a transaction sheet, imagine that column A contains a category, column B contains the transaction date, and column C contains the amount.

Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.
Row Category Date Amount
2 Groceries 1/4/2026 85
3 Utilities 1/7/2026 120
4 Groceries 1/12/2026 42
5 Transport 1/15/2026 60

Example 1: Add values greater than a number

Suppose B2:B25 contains expense amounts and you want to add only amounts greater than $5:

=SUMIF(B2:B25,">5")

Because sum_range is omitted, Excel checks and sums the same cells. The comparison operator must be inside quotation marks. The same rule applies to <, >=, <=, <>, and =.

This can be useful when you want to exclude small incidental purchases from a quick spending analysis.

Example 2: Sum amounts for a matching category

To total sales or expenses in column C where the category in column A is Fruits, use:

Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.
=SUMIF(A2:A7,"Fruits",C2:C7)

Excel examines A2:A7. Each time it finds Fruits, it adds the value from the corresponding row in C2:C7.

For a personal budget, the equivalent formula might be:

=SUMIF(A2:A100,"Groceries",C2:C100)

This gives the total grocery spending without manually filtering the transaction list.

Example 3: Sum values equal to a number

Assume column A contains property values and column B contains commissions. To add commissions for properties valued at exactly 300,000:

Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.
=SUMIF(A2:A5,300000,B2:B5)

Numeric criteria do not need quotation marks. This text-form version also works:

=SUMIF(A2:A5,"=300000",B2:B5)

Use the numeric version when the source values are genuine numbers. If values that look numeric were imported as text, the formula may not match them as expected; convert the source column to numbers before troubleshooting the formula.

Example 4: Use a cell reference as the criterion

Suppose C2 contains a spending threshold, such as 100. To add amounts in B2:B5 that are greater than that threshold, while checking the corresponding values in A2:A5, use:

=SUMIF(A2:A5,">"&C2,B2:B5)

The operator is quoted and joined to the cell reference with &. Do not write:

Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.
=SUMIF(A2:A5,">C2",B2:B5)

">C2" treats C2 as literal text. It does not use the value stored in that cell.

This pattern is useful for a dashboard where you change a threshold in one input cell rather than editing several formulas.

Example 5: Match text with wildcards

SUMIF supports wildcards in text criteria. To add values in C2:C7 when the corresponding text in B2:B7 ends with es:

=SUMIF(B2:B7,"*es",C2:C7)

The wildcard symbols work as follows:

Pattern Meaning Example
* Any sequence of characters, including no characters "A*" matches text beginning with A
? Exactly one character "To?" matches three-character text beginning with To
~* A literal asterisk Matches text ending with *
~? A literal question mark Matches text ending with ?

Examples:

=SUMIF(B2:B10,"A*",C2:C10)
=SUMIF(B2:B10,"To?",C2:C10)
=SUMIF(B2:B10,"*~?",C2:C10)

Wildcards can help when merchant descriptions are inconsistent, such as transaction labels that begin with the same store name but contain different location codes.

Free tools Windows power users keep installed

One-click scans. No signup required.

Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.

Example 6: Add rows where the criterion cell is blank

To total sales in column C where the category in column A is blank, use:

=SUMIF(A2:A7,"",C2:C7)

The empty-string criterion matches cells with no value. In a budget, this can identify spending that has not yet been assigned to a category.

Be careful with “blank-looking” cells. A cell containing a formula that returns "" is not always treated identically to a genuinely empty cell in broader formula logic. If the result seems wrong, inspect the source cells and test a known blank row.

Example 7: Sum amounts on or after a date

If dates are in A2:A100 and amounts are in C2:C100, this formula adds amounts dated January 1, 2026 or later:

Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.
=SUMIF(A2:A100,">="&DATE(2026,1,1),C2:C100)

DATE(2026,1,1) creates a real Excel date serial number. Combining it with the operator using & avoids ambiguity caused by typed date text and regional date formats.

For a reusable report, put the start date in E2 and use:

=SUMIF(A2:A100,">="&E2,C2:C100)

Make sure the dates in column A are real Excel dates, not text that merely looks like a date. You can test a date with =ISNUMBER(A2); a genuine Excel date normally returns TRUE.

SUMIF versus SUMIFS

Use SUMIF for one condition. Use SUMIFS when the total must satisfy two or more conditions—for example, grocery spending in January, or income from one client after a particular date.

What’s actually slowing this PC down?

Pick the symptom - the matching free tool is one click away.

Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.
=SUMIFS(sum_range, criteria_range1, criteria1, [criteria_range2, criteria2], ...)

The argument order is different:

=SUMIF(criteria_range, criteria, sum_range)
=SUMIFS(sum_range, criteria_range1, criteria1, ...)

For example, a two-condition total might be:

=SUMIFS(C2:C100,A2:A100,"Groceries",B2:B100,">="&DATE(2026,1,1))

Do not copy the SUMIFS argument order into a SUMIF formula. SUMIFS supports up to 127 range-and-criteria pairs, while SUMIF is intended for a single condition.

Independent reader supportYour contribution helps us test, update, and keep practical guides available for everyone.Support on Ko-Fi

Common SUMIF errors and silent problems

Problem What to check
Missing quotation marks Use ">5", not >5.
Reference treated as text Use ">"&C2, not ">C2".
Wrong argument order SUMIF puts the criteria range first and sum range third; SUMIFS puts sum range first.
Mismatched ranges Keep range and sum_range the same size and aligned to the same rows.
Numbers or dates stored as text Convert imported text to real numbers or Excel dates.
Unexpected external-workbook error SUMIF can return #VALUE! when it refers to calculated cells in a closed external workbook. Open the source workbook or use the documented array-formula workaround.
Very long criteria Matching strings longer than 255 characters, or matching the string #VALUE!, can produce incorrect results.

Mismatched ranges are especially risky because Excel may not return an error. If the ranges differ in size, Excel can begin at the top-left cell of sum_range and use a range matching the dimensions of range. That can silently add the wrong rows and may reduce performance. Use aligned ranges such as A2:A100 and C2:C100.

FAQ

Can SUMIF use more than one condition?

Not directly. SUMIF handles one condition. Use SUMIFS for two or more conditions, such as category plus date.

Do I need to include sum_range in SUMIF?

No. If you omit it, Excel sums matching cells in the criteria range itself. Include sum_range when one column is checked and another column is added.

Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.

Why does my SUMIF formula show a syntax error?

Check that comparison criteria are quoted, such as ">5", and that cell-reference criteria use concatenation, such as ">"&C2. Also check your regional list separator; some Excel installations use semicolons instead of commas.

Why is SUMIF returning the wrong total?

Check for mismatched ranges, numbers or dates stored as text, hidden spaces in text labels, and blank-looking formula results. Also verify that you used SUMIF’s argument order rather than SUMIFS’s order.

The Bottom Line

Use SUMIF when one condition determines which values to add: a category, threshold, text pattern, blank cell, or date boundary. The reliable pattern is =SUMIF(criteria_range, criteria, sum_range). Quote comparison operators, join dynamic criteria with &, keep the ranges aligned, and switch to SUMIFS when the calculation needs multiple conditions.

Product prices and availability are accurate as of the date/time indicated and are subject to change. Any price and availability information displayed on Amazon at the time of purchase will apply.

Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.

Leave a Reply

Your email address will not be published. Required fields are marked *

Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.

More post from the Money Desk

  1. The Money DeskBlogTheFinanceBase09 OCT 267 minMortgage Escrow FAQs: Taxes, Insurance, Shortages, and Refunds
  2. The Money DeskBlogTheFinanceBase09 OCT 265 minHow Mortgage Escrow Accounts Work and What Homeowners Pay For
  3. The Money DeskBlogTheFinanceBase09 OCT 265 minHow to Read a Stock Chart, Volume and Market-Cap Data
Recommended PC Tool
Recommended PC Tool
Windows Errors? Fix Them Before They SpreadFree repair scan
Crashes, No Sound, or Screen Glitches?Free driver scan

Two free Windows tools

One Free Minute Could Fix That PC

Before you go - each of these free tools takes about a minute and tackles what quietly slows a Windows PC down.

Special offer. View Outbyte info, uninstall instructions, EULA, and Privacy Policy.