Track item's balance

Platform discussions
, , ,
1

Hi everyone! I have limited knowledge on monday.com boards, basically I am trying to record and track the balance of each accounts.

image
image1221×380 49 KB

Referring to the image, in the item column is the account numbers, usually the process goes : Topup XXX amount to vendor (this amount will input in ‘Wallet’ , and topup to our accounts (‘Total Topup’). So with this I am able to track the wallet balance.

But is there a way to track each account number’s remaining balance? Let’s say I included another column for spending like this, can any chart shows the Topup-Spending amount balance?

image
image1379×229 34.6 KB

2

Hey! What about…. track the remaining balance for each account number, you can create a system using additional columns and formulas.

  1. Add a New Column for Spending:

    • Create a new column named “Spending” to record the amount spent from each account.

  2. Add a Formula Column for Balance:

    • Add a formula column that calculates the remaining balance for each account. You can name this column “Remaining Balance.”

    • Use a formula to subtract the “Spending” amount from the “Total Topup” amount. The formula might look something like this:

      

      {Total Topup} - {Spending}

  3. Visualize with a Chart:

    • Once you have the “Remaining Balance” calculated, you can create a chart to visualize the data.

    • Go to the “Dashboards” section and add a new chart widget.

    • Configure the chart to display the “Remaining Balance” for each account number. You can choose a bar chart or line chart for easy comparison.

  4. Set Up Automations (Optional):

    • If you want to automate notifications or updates when balances fall below a certain threshold, consider setting up automations to alert you.

Would this work?

3

Thanks for reply!

However for the spending I only receive by end of month, for the total spending on that month (so only 1 record per accounts), and topups will have multiple entries as request can be made once or twice per week.

image
image1364×347 63.5 KB

Also, there are more than 30 accounts to be visualize with chart so I was wondering are there other ways to view it.