Calculating a YTD Balance based on end date?

[des378]

Not sure if this is possible - but wanted to ask.

Need to calculate a "Year-to-date" balance of a savings account while using the TODAY() function as the start date (so it dynamically changes).



Ex:

Total Goal Amt: 5000

End Date: Dec 2026

Total # of Months till completion: 24 (*calculated using TODAY() function + the end date, so dynamically changes - e.g next month it will be 23 months to completion, then 22, and so on)



Displayed as "one value" that changes each month (breakdown shown as an example):

YTD Balance (this month): 208.33

YTD Balance (Dec 2024, next month): 384.61

and so on...



Thanks in advance!

 

[Peter_SSs]

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Cross posted at: Calculating a YTD Balance based on end date?
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