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View Full Version : Excel running balance formula


RickJ
Aug 29, 2007, 12:16 PM
In Excel's help they have a running balance "how to" (below) but it requires the entry of a zero for fields not used.

I'd like to do it like a checkbook register. How can I do it so that whether I enter a deposit or a withdrawal, the balance column will be updated?

Thanks!

JohnSnownw
Aug 29, 2007, 12:19 PM
This might help.

Running An Account Balance (http://www.integratelearning.org/RT/Webtasks/RTII/balance/balance.htm)

Another site:

Adding a Running Balance Calculation Column (http://www.exceltip.com/st/Adding_a_Running_Balance_Calculation_Column/287.html)

retsoksirhc
Aug 29, 2007, 12:22 PM
The simplest way would probably be to select all three columns, and change them to number format, or money format. You'd still have to copy the formula to the last column, but that's as simple as selecting the bottom cell, clicking the little black square in the corner, and dragging it down.

You COULD do conditionals, but I don't usually do too much with excel, so I don't really remember how. I believe it just gives you two boxes, and lets you put a condition in one, and a resulting action in the other.

ScottGem
Aug 29, 2007, 12:23 PM
If a cell is blank it should be read as a zero value. I also wouldn't use SUM just =C2+A3-B3

RickJ
Aug 29, 2007, 12:24 PM
Hmm. I see now that the zero is only required in the first row to start it off... leaving blanks in rows 2 and onwards works fine :)

RickJ
Aug 29, 2007, 12:36 PM
Holy cow, 3 replies while I was typing! Thanks all!