How do you get balances updating in specific cells

Google Sheets
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Is there a way to have individual account balances from balance history shown in cells on a seperate sheet?

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Hi @vicchatt,
There are several ways you can do this.

If you have the Foundation template, I’d recommend getting the information from the Accounts sheet. This sheet might be hidden, so if you don’t see it, click the hamburger icon (4 lines) on the bottom left of the sheet to view all the sheets and then select the Accounts sheet.

The quick way to reference the latest balance in an account is to just reference the current cell that has the Last Balance for the account you want. For example, put this formula in any other sheet in your spreadsheet in you want to show the Last Balance for the Account in row 2.
=Accounts!J2

But, if you were to add or delete accounts, this reference might no longer be accurate.

So a much better way is to use the VLOOKUP function, to get the balance that matches either an Account Id, Account, or Account # for the account you want. If accounts are added or deleted, the lookup function will always work.

If using the Account # to do the matching, the formula to get the Last Balance would be:
=VLOOKUP("xxxx1234",Accounts!I2:J,2,FALSE)

This assumes you are matching using the default Account sheet columns and matching using the Account #xxxx1234.

You can read more how VLOOKUP works here:
https://support.google.com/docs/answer/3093318?hl=en

Let us know if that works for you.

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3

Didnt even consider Vlookup. Thanks for the help!

1 Like