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Calculate a Remaining Budget in a Sharepoint list

Anonymous
2021-10-14T11:14:19+00:00

Hello everyone,

I need your help in the subject of calculate remaining budget. I have a list in Sharepoint and people send me expense requests. I want to see the remaining budget in a column before I approve. So it's my list;

What should I do to see remaining budget in a column?

Thank you

Microsoft 365 and Office | SharePoint | For business | Windows

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  1. Anonymous
    2021-10-14T13:08:15+00:00

    Hi Ibrahim,

    Thanks for posting in the community.

    According to your description, my understanding is if the request is approved, then subtract the request cost from the total remaining budget. When another new request is approved, subtract the new request from the latest remaining budget.

    If my understanding is right, I am afraid the built-in features in SharePoint can’t totally meet your requirement. You need to use Power Automate to identify the approved requests, calculate the latest remaining budget, and create a new item to show the latest remaining budget in the list. Since we have a specific channel Power Automate Community coping with such building flow questions, you could post a new thread there for expert help.

    Sorry for that our category may have limited resources on checking on the issue further.

    Thanks for your understanding.

    George

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