Forum Discussion
SantaClaus1
Sep 26, 2025Copper Contributor
Multi function formula
Hello and thank you in advance if you can help. I would like to build a formula that would be for a budget. the idea is for aa budget. I don't think that i can use a pivot table for this 1 Paid da...
OlufemiO
Oct 02, 2025Brass Contributor
Hi SantaClaus1,
You can use these formulas to build your budget sheet without a pivot table:
Paid Date: =IF([@[Paid Amount]]<>"", TODAY(), "") This will auto-fill today's date when a payment is entered.
Paid Amount: =SUM([@Jan], [@Feb], [@Mar]) This adds up payments made across January, February, and March.
Balance: =IF([@[Paid Amount]]="", [@Year], [@Year] - [@[Paid Amount]]) This subtracts the paid amount from the yearly total, or shows the full amount if unpaid.
Highlight Row: Apply Conditional Formatting with this formula: =$L2<>"" This highlights rows where a payment has been made.