I suggest that you use a waterfall chart type if you want a stupid simple solution. It will give you the basic results that you want, although in a different presentation format.
But if you want to more closely replicate our chart image example, you will ned to get up to speed on Formula Queries to get that rolling sum YTD totals field.
@Sharon Faust a.k.a.
The Quickbase Junkie has some wonderful training material including this video.
https://www.quickbasejunkie.com/blog/how-to-running-total.
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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