Could someone tell me the Excel formula to pull the account balance for the first instance of an account in a date range? Since Column A of the Balance history contains a timestamp, the Match or Xlookup with two criteria, does not seem to be working. Example. Date range: 2023-01-01 to 2023-12-31 …

Lookup account balance for specific account and closest date to the entered starting range value

yossiea January 23, 2024, 12:22am 2

You might be able to make use of the Balance History Tracker - Excel to get the balance for a specific range.

Topic		Replies	Views
Examine sub balances in balance history tab Google Sheets how-to	9	1039	August 16, 2020
How do you get balances updating in specific cells Google Sheets google-sheets , how-to , tracking	2	979	November 14, 2019
Referencing cells on Balances Tab Google Sheets troubleshooting	14	547	July 15, 2022
Reference specific account balance? Google Sheets	4	99	April 1, 2024
Balance History Tracker - Excel Show & Tell tracking	14	1204	March 13, 2024