Track remaining pledge amount

[Althea_Barton]

I’m trying to track the dollar amount of a donor’s remaining pledge. Say they pledge 500, then donate 150, then donate 75. I want a formula that will calculate the remaining pledge as it goes down. Thanks!

[JonathanBowen]

Hi @Althea_Barton - here’s how I would do this:

• have two tables - donors and donations. The tables are linked by the donor field:

Record each individual donation on the donations table (with additional data such as the date if you want).

Back on the donors table, you can do a rollup to get the sum of the donations in the donations table by donor:

You can the have a formula field that takes the total donations from the pledge amount giving you the amount left to donate.

JB