Rolling Fund Balance

[Anonymous]

I have the following table:

The issue is that balance is not correctly calcuating as it is taking my beg balance plus the quarter fund surplus deficeit and not accounting for a rolling total.  So for q2 it should really be 29.88 + 3m.  How can I write a formula that accounts for the rolling fund balance?  Right now It is just calcuating fund surplus: by 

Fund Surplus / (Deficit) =

CALCULATE([2021 Revenues:] +[2021 Expenses:])

2021 Revenues: =

CALCULATE( SUMX ('GL298I',[AMOUNT-3]), 'Calendar'[Year] = 2021, 'Account'[Main Type] = "Revenues") *-1

Balance: =

[Beginning Year Cash Balance] + [Fund Surplus / (Deficit)]

How can I get this balance to account for a rolling fund surplus and deficit in the balance formula.

[v-yetao1-msft]

Hi , @Anonymous 

Can you provide your pbix file (remove sensitive info) ?It may help us to deal with your issue easier .

Best Regards,
Community Support Team _ Ailsa Tao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[amitchandak]

@Anonymous ,
Can you share sample data and sample output in table format?