QUESTION: Date Company Name Description Payment Deposit Balance
10/2/2014 opening balance 51.00
10/7/2014 coffee 3.00 48.00
10/22/2014 Income 100.00 48.00
its currently 10/7/2014, how can I force the balance to calculate entries on the date the transaction actually happens just like the example I have give. I hope this is enough information.
ANSWER: something like this would do it
I've assumed the balance column is F, and that the opening balance is in F3. The date values are in column A and the payment values in column D - note the use of mixed references - this ensures the formula can be filled down as required. You would also need to add in a further sumif to add IN the values of deposit, but I felt that the inclusion of this would make the formula harder to follow. HOPEFULLY this all makes sense, but let me know if I can help further.
question found in question pool, meaning the original expert was unable or unwilling to answer the question.
[an error occurred while processing this directive]---------- FOLLOW-UP ----------
it works great. my only issue is that the balance column fills with the last calculated total. I made a photo of the issue. Date is F, and Balance is J. I really do appreciate your help. Thank you.
I think I probably overcomplicated it in the first place, as you don't really need a sumif as each line stands alone
will give you NOTHING if there is no date in F8, otherwise it will calculate as before.
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