Assist Pro+ / Data Cleaning

Running Balance

Create a running balance using the amount column immediately to the left.

Where to find it

Follow the ribbon path.

Assist Pro + → Data Cleaning → Quick Maths → 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

Click within the target data column, row or table, with your headers and data aligned. On Assist Pro + › Data Cleaning › Quick Maths, choose Running Balance to create a running balance using the amount column immediately to the left. Spot-check a few lines with a manual calculation before filling or finalising.

Best use case

Preparing calculated financial or operational schedules from adjacent data columns.

Accounting and audit

Speeds recalculating audit schedules, reconciliations and variances by helping create a running balance using the amount column immediately to the left.