Assist Pro+ / Resources

Running Balance

Stand in the Amount column. Creates a cumulative Running Balance column.

Where to find it

Follow the ribbon path.

Assist Pro + → Resources → Finance Tools → Accounting Tools → Running Balance

Part of Assist Pro+. Eligible tools can also be selected through Assist Pro’s 30-tool Vault allowance. Check the Vault for availability.

Open the tool and follow its prompts. Use a copy of your workbook when trying an action for the first time, then check the result.

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Practical guidance

Use this tool in your workflow.

How to use

Choose the accounting schedule or source-column range you need to calculate or inspect. On Assist Pro + › Resources › Finance Tools › Accounting Tools, choose Running Balance to stand in the Amount column. Creates a cumulative Running Balance column. Compare the calculation or reference to the actual transaction, agreement or applicable guidance.

Best use case

Preparing calculated financial or operational schedules from adjacent data columns.

Accounting and audit

Speeds preparing or checking tax, depreciation, lease and ledger calculations by helping create a cumulative Running Balance column.