An issue most likely due to embedding your code into the pre-existing code, or not articulating the data structure. Here is an excerpt of 2 Acct #s:

1) Note the data starts with 3/31/22

2) There may be an issue if the prior month is in a prior year

3 ) Some of the Prior Month results are seemingly correct (highlighted in red) while other months are not

Entity	Account Number	Description	Date	Balance	Prior Month
FVE	4000-00-00	SALES 1	3/31/2022	($2,330.08)	($5,972.62)
FVE	4000-00-00	SALES 1	4/30/2022	($4,890.36)	($2,330.08)
FVE	4000-00-00	SALES 1	5/31/2022	($5,972.62)	($13,285.10)
FVE	4000-00-00	SALES 1	6/30/2022	($13,285.10)	($14,388.49)
FVE	4000-00-00	SALES 1	7/31/2022	($14,388.49)	($20,713)
FVE	4000-00-00	SALES 1	8/31/2022	($20,713.00)	($32,338.88)
FVE	4000-00-00	SALES 1	9/30/2022	($32,338.88)	($31,558.75)
FVE	4000-00-00	SALES 1	10/31/2022	($31,558.75)	($47,740.27)
FVE	4000-00-00	SALES 1	11/30/2022	($47,740.27)	($57,606.09)
FVE	4000-00-00	SALES 1	12/31/2022	($49,812.30)	($35,934.17)
FVE	4000-00-00	SALES 1	1/31/2023	($2,910.00)	$0
FVE	4000-00-00	SALES 1	2/28/2023	($15,823.60)	($2,910)
FVE	4000-00-00	SALES 1	3/31/2023	($25,206.91)	($15,823.60)
FVE	4000-00-00	SALES 1	4/30/2023	($35,934.17)	($25,206.91)
FVE	4000-00-00	SALES 1	5/31/2023	($57,606.09)	($49,812.30)
WESS	4000	SALES 3	3/31/2022	($2,275.00)	($265,195.40)
WESS	4000	SALES 3	4/30/2022	($127,130.40)	($2,275)
WESS	4000	SALES 3	5/31/2022	($265,195.40)	($448,113.75)
WESS	4000	SALES 3	6/30/2022	($448,113.75)	($518,720.40)
WESS	4000	SALES 3	7/31/2022	($518,720.40)	($748,675.40)
WESS	4000	SALES 3	8/31/2022	($748,675.40)	($938,658.77)
WESS	4000	SALES 3	9/30/2022	($938,658.77)	($1,090,123.77)
WESS	4000	SALES 3	10/31/2022	($1,090,123.77)	($1,253,208.77)
WESS	4000	SALES 3	11/30/2022	($1,253,208.77)	($1,476,318.77)
WESS	4000	SALES 3	12/31/2022	($1,476,318.77)	($783,390)
WESS	4000	SALES 3	1/31/2023	($183,245.00)	$0
WESS	4000	SALES 3	2/28/2023	($283,535.00)	($183,245)
WESS	4000	SALES 3	3/31/2023	($360,890.00)	($283,535)
WESS	4000	SALES 3	4/30/2023	($554,170.00)	($360,890)
WESS	4000	SALES 3	5/31/2023	($783,390.00)	($554,170)

Forum Discussion

Running balance added column

Adding custom visual without data mapping

Inventory and Stock balance calculation

Remaining Balance Depends on Prior Month

Running Balance and Adding Previous Month Balance