Could someone tell me the Excel formula to pull the account balance for the first instance of an account in a date range? Since Column A of the Balance history contains a timestamp, the Match or Xlookup with two criteria, does not seem to be working.
Date range: 2023-01-01 to 2023-12-31
Account Name: Personal Checking
Find Account balance in the Balance History the matches or is the closest to the entered start date for the date range.