Auto compute for Balance Amount for multiple clients

Kate Dee 0 Reputation points
2026-06-24T01:56:57.5066667+00:00

Dear Microsoft Team,

Please help how to auto compute for Balance Amount in Column H for multiple clients and ensure the formula still applies even when new rows are added. I have about 300 plus clients in Column A and new clients might still be added in the future.

Thank you so much.

User's image

Microsoft 365 and Office | Excel | Other | Windows
0 comments

1 answer

Sort by: Most helpful
Most helpful Newest Oldest
  1. Barry Schwarz 5,836 Reputation points
    2026-06-24T04:31:55.4233333+00:00

    In cell H4, enter this formula

    =IF(A4="","",SUMIF(A$4:A4,A4,G$4:G4))

    and then copy it down through row one beyond the last client.

    When you insert a new row for an existing client, copy the formula in column H from the row above the new one.

    When adding a new client, add two rows and copy the formula to both. Then leave the first row blank and store the client data in columns A:G of the second row.

    Was this answer helpful?

    0 comments

Your answer

Answers can be marked as 'Accepted' by the question author and 'Recommended' by moderators, which helps users know the answer solved the author's problem.