How do I do a running balance in Numbers?
For my checking and Visa accounts I download a .csv file and then add a column and want to create a running balance. In Excel you do the formula and then fill down. How do you do this in Numbers?
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Hi Lee,
The process is the same in Numbers—enter the formula in the first non-header row of the table, then fill down.
The kicker, of course, is "What formula?" and the answer to that depends on the structure of your table.
If deposits and withdrawals are recorded in the same column (eg. D), and distinguished by withdrawals being recorded as negative numbers, and the starting balance is in cell D2, then the formula is
= SUM(D$2:D2)
Filled down, the D$2 reference will remain pointed to D2, the D2 reference (without the $ operator) will point to the cell in the current row of column D, and the formula will return the total of all values in column D.
If deposits and withdrawals are distinguished by being lists in separate columns (say deposits in D, withdrawals in E) and all entered as positive numbers, then enter the opening balance as a deposit in D2, and use this formula:
= SUM(D$2:D2)-SUM(E$2:E2)
Either formula is entered in row 2 of the column that will hold the running balance, and filled down to the end of the table.
Regards,
Barry