how to run this?

[ariansman]

There is a table where data about expenses and incomes are recorded daily. we want to get a balance. Shall we run a query or report? If we get the balance for the last year we will have 365 records that will be very confusing. Can we run a query which shows the balance only at the end of each month and then the final balance at the end?

 

[Trevor G]

Either way you will need to use a query to show the results.

 

[ariansman]

Either way you will need to use a query to show the results.

could you let me know how can i do that by query for example? i mean what kind of designs does it need?

 

[Trevor G]

Create a query from the table then select your fields, save the query something like qryBalanceMonth save as you go along on each step.

Then you would use an Expression to identify the Month Number, so you would use something like this

MonthNumber:Month([DateField])

Then use the Totals Icon and Group on the Expression MonthNumber and Sum the Values from the other field or fields.