Cumulative Expense Column for budget restraint checks

Lawrie Dowell · 08/15/19

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.

Andrée Starå · 08/15/19

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, andree@getdone.se)

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Andrée Starå · 08/16/19

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:Amount@row)

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

=SUM(Amount$1:Amount@row)

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!

Andrée Starå · 08/19/19

Glad we got it working!

Have a fantastic week!

Best,

Andrée

Cleversheet · 12/11/20

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 · 01/16/21

@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

Cumulative Expense Column for budget restraint checks

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