thanks David, appreciate the quick response, I had looked at using the yearvalue function but from my understanding it was restricted to calculating using the same summary method as the line item I am getting the value for. I would like to show the closing balance as the summary function for my balances and as such have set it up that way and if possible would rather not adjust that just to get this sum to work. the reason I am trying to get the same value in each month of the financial year is actually that this is the first part of a more calculated formula that will divide a yeartodate() figure by the result of this formula e.g. x = yeartodate(writeoffs)/[financialyearavearge](balance) with [financialyearavearge] being the headache I'm trying to resolve Stewart
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