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Track remaining pledge amount

Topic Labels: Formulas
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Althea_Barton
4 - Data Explorer
4 - Data Explorer

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!

1 Reply 1

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

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

Screenshot 2019-08-04 at 01.50.07.png

Screenshot 2019-08-04 at 01.50.13.png

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:

Screenshot 2019-08-04 at 01.52.43.png

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

JB