I'm trying to get a running sum of each investment account that includes their individual scholarship funds. In the attached file, there is a tab labeled "Complete Transaction" that includes a monthly statement update on each fund. The second tab, labeled "Inv Account Running Balance", is where I'm trying to place my running balance.
Thanks for your help in advance.
Ted
- First off, we are only using the lines that include "Ending Balance".
- For each month, I would like to total the funds that have the same investment account. Either "I1" or "I2".
- And of course, a running total for each investment account.
- I've started the process but I have gotten stuck. If we could make it one formula instead of one for each line, that would be ideal.
Thanks for your help in advance.
Ted