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Aug 03, 2019 07:43 AM
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!
Aug 03, 2019 05:53 PM
Hi @Althea_Barton - here’s how I would do this:
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