Summing record within one table

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4 - Data Explorer
4 - Data Explorer


I’m new to Airtable, trying to make a monthly budget, and I started with the “Small business budget” template. I want the end of month balance for each month to roll over to the next month, but I can’t figure out how to do that. In Excel, I would use a formula referencing the previous end of month balance for the next one (eg: end of month balance = {Income (actual)} + {Previous end of month balance} - {Expenses (actual)} )

Do I need to create a new table with lookup or rollup fields? How can I reference the end of month balance for each month separately?

Thanks so much.

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