Stump the Panel

Paul Grenier, Lead Moderator

Stump the Panel » End Users and Information Workers

1. 

   edkwells
   Member

   I would like to make a list to manage a budget. At the begining of the year we are allocated a certain amount of funds, and as the year goes on we subract what we have used and see what remains.

   For each transaction the user would create a new list item with a title, description, and amount. I would like a calculated column to subtract that amount from our running total remaining and display the new running total remaining.

   This seems very simple, but I cannot figure out how to do it.

   Thanks for the help,
   Ed

   Posted 2 days ago #
2. 

   ewnash
   Member

   This one's not as easy as using a calculated column. You have a value in a list that needs to be decremented every time someone enters a new list item, which means that you need two lists and a SharePoint Designer workflow. One list would be the "transaction list" that you described. The other list would hold an item containing the original budget for the year and the remaining budget. You'd use workflow to update the "balance remaining" column in the "budget" list by storing the dollar amount from the transaction list item in a workflow variable and then doing a math operation on the target item.

   The big question is... is it worth it? If you know your budget for the year and you total the list items in a view based on that year, you could just compare the two numbers and do the math.

   Posted 2 days ago #

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