Hi everyone,
I need your help and I am sure someone has answered this before, but I cannot seem to find it. I am trying to create a query to create a rolling sum of the balances of all "Type_of_Transaction" except for "Total Commitment" By Loan_ID and by Transaction_Date. I provided a snapshot below of the simple table but here is a written example as well. I really hope someone can help, I have been struggling for weeks and I am not as good as I thought.
Basically I want to say 6600119 funded 9.75 M on September 26th and then on 4/20 paid down 154k for a balance of 9.596M and then funded another 100k for a balance as of 4/28 of 9.696M. Is there a way to calculate a running balance like that for each individual loan number? You would be a lifesaver.
Thank you in advance!
Brandon