Help creating a report with running totals

abcibula

Registered User.
Local time
Today, 08:47
Joined
May 14, 2012
Messages
11
I have 2 tables, one with outgoing payments, one with incoming payments. I need a report with a running total by month that adds all the payments in and subtracts all the payments out. I need the running total for each month, not just for the final total. Any suggestions?
 
Do the payment tables have the same structure? If so, then all that data should be in the same table and you can easily accomplish what you want. If not, then you might look into a UNION query.
 
I figured out the union query, now the only problem I have is the running total. The report gives a final total and if I sort it by month, it gives the total each month, but not the running total each month.
 
running total each month

What does that mean to you? I know what a running total is, but when you add the words 'each month' it muddies the issue. Can you post some sample data of what you would like?
 
I want to know what the total balance in the account is each month I want the balances to carry from the first month

so if the first month +500 -250, the total for that month would be 250, then the next month, that 250 would be added to whatever deposits or withdrawals for that month's total, etc...

I have the union query that gets all the payments in and out, but when I group the report by month, it only totals the month without an overall balance.
 

Users who are viewing this thread

Back
Top Bottom