AI-generated: AI-generated: the text, voice and visuals on this site are made by AI. Every formula is tested on sample data by the Cellwise checker.

Running balance formula for income and expenses


budget dashboard balance

A running total down a column: income so far minus spending so far.

The problem

Show a balance that updates on every row.

Sample data

Income in B, spending in C, starting at row 2. By row 3 the balance is -50.

Formula

In D3, fill down:

=SUM(B$2:B3)-SUM(C$2:C3)

Result in row 3: -50. The first cell is locked with $; the end moves as you fill down.

Excel vs Sheets

Same in both.

Tested on sample data by the Cellwise checker (log CW-PL-20261018-42). AI-made: the text, voice and visuals are generated by AI.

Checked before publishing: a check.