Excel Formula Current Month

Current-month reports should update without changing the formula every month. Excel can compare each row date to TODAY and check both the month and year. This guide shows a current-month formula for invoice or revenue tracking.

Formula Syntax

Use this base syntax for excel formula current month and replace the ranges with your own spreadsheet columns.

MONTH(date_cell)=MONTH(TODAY())

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Step-by-step Example

A daily operations spreadsheet tracks Current month filter and needs a formula-driven result instead of manual filtering.

Invoice Date Amount
2026-06-03 $500
2026-05-28 $260
2026-06-20 $740

Resulting formula

=IF(AND(MONTH(A2)=MONTH(TODAY()),YEAR(A2)=YEAR(TODAY())),"Current month","Other")

The formula evaluates the Current month filter rows and returns Current month. Replace the sample ranges with your actual columns, then adjust the criteria so the result matches your workbook.

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The generator is pre-filled for excel formula current month. Edit the prompt to match your columns, criteria, and spreadsheet layout.

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Works with SUMIFS, IF, XLOOKUP, dates, text, arrays…

Generated formula

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Common Variations

  • Check current month
  • Sum current month
  • Count current month

FAQ

How do I set up Excel Formula Current Month for Current month filter?

Map the sample columns to your own sheet first, then replace the formula ranges with the real ranges from your workbook. Keep text criteria in quotes and verify that date or number columns are stored as real values.

Can this formula handle check current month?

Yes. Use the same formula pattern and change the criteria, helper column, or lookup value for check current month. If the logic becomes more complex, generate a custom version with the free tool.

What should I check if the Excel Formula Current Month result is wrong?

Check that every referenced range covers the same rows, locked references use dollar signs where needed, and the criteria type matches the data. For this page, also confirm that the Current month filter fields are formatted consistently.