Keeping a running balance

Blayne Cooper

Hi

I have a simple sheet that I am using to track bursary payments. Each time we make a payment I want the column with the total budget left to decrease based on the amount that we have given as a bursary.

How can I do that?

I tried =SUM(100000 - Cost@row) but all this is doing for each row is taking away that row amount for each row - I need it to be cumulative ...

Thanks

Blayne

Andrée Starå

@Blayne Cooper

Happy to help!

I've updated the formula in your sheet. There was a reference to the wrong cell.

Did it work?

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Andrée Starå

Hi @Blayne Cooper

I hope you're well and safe!

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Stefan

Hi @Blayne Cooper,

Andrée wrote it already, a little more information would help.

Anyway I try a shot in the dark.

Assuming that every bursary payment is entered as a individual row, you could simply SUM the whole column with the entries, see image.

The formula where you see 990.000,00 would be: =[Budget remaining]14 - (SUM(Amount:Amount))

Hope this helps

Stefan

Blayne Cooper

Hi Guys ... thanks ...

Stefan I tried that formula and it kind of works ... but it give me what I have spent rather than what I have left:

Here is the link to the sheet:

https://app.smartsheet.com/sheets/X32MFfFmMp47VrCPwJ9QVJRP68rm8P9274vRM3p1

There is no sensitive data.

Thanks

Blayne

Stefan

Hi @Blayne Cooper,

could not access your sheet: no access rights.

Maybe you took the formula and did not change the reference to the cell with the original budget?

I assume you changed "Amount:Amount" to match your column title. Did you also change "[Budget remaining]14" to reference the cell where your original budget is entered?

Hope this helps

Stefan

Andrée Starå

@Blayne Cooper

Happy to help!

I've updated the formula in your sheet. There was a reference to the wrong cell.

Did it work?

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Blayne Cooper

Perfect - thank you both so much!

Super simple!

Have an awesome day!

Blayne

Stefan

Happy to help :-)

Stefan

Andrée Starå

@Blayne Cooper

Excellent!

You're more than welcome!

Windrich Group

Any suggestions for trying to get the "Retainer Balance Remaining" column turned into a column formula so that I do not have to keep copying down the formula each time I have a new entry?