Simple accounting sheet or account statement with actual value after each booking

I like how GRIST makes databases much easier than with excel or calc. But on the other side it makes simple things much more difficult. How can I create a simple sum table like this example with GRIST?

grafik

It is possible that there is no solution for such a trivial task? I tried to solve this with the ticker function, but didn’t get it.I don’t want to go back to excel, but if this couldn’t be done with grist, I can’t use it for the most applications I am working on.

EDIT: Grist now has a suite of cumulative functions for fetching previous values (and more).

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Hi Ralph,

Accessing data from previous records is an issue that doesn’t always have the most elegant solution, but there are ways to do it.

I created a quick example to achieve what I think you’re looking here. What I do is seed an initial value (250) and then in subsequent rows look for the previous row’s “New Value”.

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Hi Nick,

after a long time i made a new accounting sheet and recognized, that your solution did not work well, if the sort order of the sheet is not the ID, but - for example - a date.
See my accounting table example

Ah, I knew there was another instance of this use case that needed an update since cumulative functions were announced!

I believe the docs describe sorting by custom fields as well using order_by, so hopefully this solves your issue.

ah, OK! Using RANK helps!
I have made an example for all people searching a similar solution.

You can test it here:

https://docs.getgrist.com/bnu9qJ7Qpax8/Kassenbuch-VORLAGE?utm_id=share-doc

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