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Syed AsfaanSyed Asfaan 

Formula for Today’s closing balance = tomorrow opening balance

Hello All, refer screenshot to understand things better. Here This is an object BANK where I am having it as a simple bank statement, Where I want Present day i.e 01/03/2022's closing balance to automatically become next days i.e 02/03/2022's opening balance. I have indicated the fields in the Screenshot below , Can you pls help me with the formula? is it possible through a formula or a trigger will be required, or maybe a flow? pls suggest the best 

thanks
User-added image

SubratSubrat (Salesforce Developers) 
Hello Syed ,

Please use this formula and let me know further :
  
IF(
  NOT(ISBLANK(Closing_Balance__c)),
  Closing_Balance__c,
  Opening_Balance__c
)

Alternatively, you could use a workflow rule or a Flow to update the opening balance of the next day whenever the closing balance of the current day is updated. However, using a formula field is a simpler solution that does not require any additional configuration.


If it helps please mark this as Best Answer.
Thank you
Syed AsfaanSyed Asfaan

Hello Subrat, thanks for the reply.
Formula doesnt work.

Forumula field goes to which field name ?

also will this formula pull previous days balance ?
I am looking to just enter the opening balance once for the user, and from so on user will only enter all the necessary fields to calculate the closing balance. 

YES I WISH this just gets solved by a simple formula.