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How to Add a Fixed Value for the First Day of Each Month in Excel

Welcome to this step-by-step Excel tutorial! In this video, Jeff walks you through how to calculate and apply a fixed value (e.g., $100) to the first day of each month between a given start and end date. Whether you’re managing financial projections, tracking recurring payments, or planning budgets, this method will streamline your workflow.

What You’ll Learn:
Listing All Dates: Use the SEQUENCE function to create a full list of dates and apply logic to identify the first of each month.
Filtering for First Days Only: Simplify your dataset by extracting just the first day of each month using FILTER and DAY functions.
Compact Calculation: Combine the count of months with your fixed value for a concise formula that works dynamically with any date range.
Key Formulas Covered:
SEQUENCE
IF and DAY
FILTER
Summing spill ranges with the spill reference operator
This tutorial is perfect for beginners and intermediate Excel users looking to master dynamic date-based calculations.

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00:00 – Introduction
00:15 – Exercise 1
02:05 – Exercise 2
03:43 – Exercise 3

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