Error on Running Total with a Date Table

Hi mschneider54 , 

Based on the above problem statement I have recreated the scenario,
In your dax you are resetting the month value thats causing the issue
I hope this is what you are looking for .

Visual :

Gift Data :

Date :

Mark it as date table, Month name sort by month id .

Data model: 

Dax:

1) using the YTD function:

Running Total YTD = CALCULATE(SUM('Gift Data'[AmountReceived]), DATESYTD('Date Table'[Date]))

2) using the max date funtion : 

Running Total YTD by max function = 
CALCULATE(
    SUM('Gift Data'[AmountReceived]),
    FILTER(
        ALL('Date Table'),
        'Date Table'[Date] <= MAX('Date Table'[Date])
        && YEAR('Date Table'[Date]) = YEAR(MAX('Date Table'[Date]))
    )
)

 

Pbix file :
Running Sum.pbix

Thanks 
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