Forum Discussion
Columns being done?
Daniel's results are wrong because you don't want to give John, Paul, and Verison a shared balance.
What is needed is two tables. One that stores the transactions and one that stores the balance for each customer.
I used a SumIf to calculate the sum of transactions and deposits and then subtracted the withdrawals from deposits. My formula
=SUMIF(B3:B5, F3, C3:C5)-SUMIF(B3:B5, F3, D3:D5)
Looks at the Names in B3:B5 and compares them to the name in F3. If they match, the corresponding values in C3:C5 or D3:D5 are added respectively.
I have a sample solution in the attached file.
There are some experts lurking around that'll provide a better answer than me, but this will solve your problem if you update the ranges and cells to match your problem.
Peter:
Looking at the formula:
Correct me if I'm wrong as to how I understand your answer.
=SUMIF(value in column B starting at row 3:value in column B ending at last row in column B,name in F3,value in column C starting at row 3:value in column 3 ending at last row in column C)-SUMIF(value in column B starting at row 3:value in column B ending at last row in column B,name in F3,value in column D starting at row 3:value in column D ending at last row in column D)
Are you sure that this will change the balances correctly? I think that F3 may need to change from time to time but am not sure, since you store each transaction in a separate row and it has to synch with each separate name. Help?
