Cumulative Expense Column for budget restraint checks

Hello 

I need to have a running total expense column on my smartsheet for budgetary checks. Can someone help me with a solution please? I would like a column that updates with a cumulative $ after I enter an expense amount in another existing column.

Thanking you in advance.

Lawrie.

Comments

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Lawrie,

    Do you only want to sum everything in the other column or by different categories or something else?

    Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    Have a fantastic day!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Try something like this and add the formula at the first row in the Cumulative Cost column where the Amount starts and drag down as long as you need.

    =SUM(Amount$1:[email protected])



    The same version but with the below changes for your and others convenience.



    =SUM(Amount$1:[email protected])



    Depending on your country you’ll need to exchange the comma to a period and the semi-colon to a comma.

    Did it work?

    Hope that helps!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Glad we got it working!

    Have a fantastic week!

    Best,

    Andrée

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Cleversheet
    Cleversheet ✭✭✭✭✭✭

    Andrée, do you know if there's a way to achieve this using the new column formula capability? Because $1 is hard-coded in the formula it gets bounced with a 'syntax isn't quite right' message.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @cleversheet

    I hope you're well and safe!

    Excuse the late response.

    Yes, I think so. I think I've seen a workaround to make it work.

    I'll get back to the post when I find it.

    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.