Dear Forum.
Looking for assistance with the following…
Basically looking to have a very basic bookkeeping workbook. Please see attached dummy sample similar to what I have configured.
What I would like however is to be able to sort by various headers but for the balance column (F) to maintain what would have been the correct balance for that date. Currently for all but the first row I have a basic formula for the “Balance” (column F), that looks to the row above and adds/subtracts the transaction amount for that row. The first date/row has a different formula such that it is looking at the opening balance (F10) and adding/subtracting the first transaction. This all works fine so long as I don’t sort differently. In order to be able to sort by something other than date and maintain the correct balance for that date, it would require a more intelligent formula such that it is looking at the balance of the previous date. Any ideas on a formula that would accomplish that for column F?
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