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Take last months known credit card balance and associate with correct category

At the moment this dax will take the previous end of day, end of month credit card value. It will then take the credit card payments throughout the month and any payments made into the credit card for that month. So below assumes start of the month the credit card didnt have any balance and by the end of the month is fully paid for as the transactions - credit payments = 0. However There was previous balance in the card already but with the nature of the columns it was under entertainment for the previous end of day, end of month credit card value. I would like to be able to move that value to credit payment or a new category seperate if needed






Community Support
Community Support

Hi @Jnickson49 ,

Do you want to get the correct credit card balance and match the balance to the correct category? Is the field [category] same table with the field [payment]? In order to get a better understanding on your problem and give you a suitable solution, could you please provide more raw data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. You can refer the following link to upload the file to the community. Thank you.

How to upload PBI in Community

Best Regards

Community Support Team _ Rena
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