The end of last month plus one day.
To group expenses by month, each date needs its month's first day. In B2:B6 give the first day of the month for each date.
Solve it on your own to keep the bonus. Each hint gets one step closer to the formula.
The same formula in the other shapes it takes at work.
Find the last day of the month using EOMONTH.
The end of last month plus one day.
A positive offset moves forward by whole months.
DAY of the month's last day is its length.
This is the grid you start with. Cell references in the task — B6, C2 — point at the row numbers and column letters below.
| A | B | |
|---|---|---|
| 1 | Expense date | Month start |
| 2 | 1/18/2024 | |
| 3 | 2/29/2024 | |
| 4 | 3/1/2024 | |
| 5 | 12/31/2024 | |
| 6 | 1/9/2025 |
Excel has no START-OF-MONTH function, and this is the idiom that stands in for it. Every date in a month maps to the same first day, which makes it a clean key for SUMIF, pivot tables or charts.