How to make a balance in numbers?

For my control and Visa accounts I download a .csv file, and then add a column and want to create a running balance.  In Excel, you don't the formula and then fill down.  How do you get that number?

Hi Lee,.

The process is the same in number, enter the formula in the first line of the table non-en-tete, and then fill down.

The kicker, of course, is 'What formula?' and the answer to that depends on the structure of your table.

If the deposits and withdrawals are recorded in the same column (eg. (D) and is distinguished by withdrawals recorded in negative numbers and the initial balance is in cell D2, then the formula is

= SUM(D$2:D2)

Filled down, reference D$ 2 will remain sharp at D2, D2 reference (without the operator $) will point to the cell in the current row of column D, and the formula returns the total of all values in column D.

If deposits and withdrawals are distinguished by being lists in separate columns (say d, withdrawals, deposits in E) all entered as positive numbers, then enter the opening as a deposit in D2 and use this formula:

= SUM(D$2:D2)-SUM(E$2:E2)

Each formula is entered in row 2 of the column that holds the balance running and filled until the end of the table.

Kind regards

Barry

Tags: iWork

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