Running Balance

[kmp]

Hi,

I have a form that allows you to enter deposits and/or withdrawals from petty cash. I am trying to figure out how to have a current balance show in the form based on past transactions as well as the current transaction. I would also like to be able to run a query that lists all of the transaction detail and I will need the current balance in the query as well. It seems like when I try and write a formula, it only takes the present transaction into consideration.

(Ex. Current balance=Beginning balance+deposits-withdrawals) How do I write the formula so it will take all transactions into consideration???

Can anyone help with this?

Thanks,

kmp

 

[tilda]

Hi kmp
Not sure if this is any help but I did something similar, I did a query and got my running total, I then saved this and added it to a union query. Hope this is some help.

Tilda

 

[Rich]

=[BeginningBalance]+Nz(Sum([Deposits])-Nz(Sum([Withdrawals]))

 

[kmp]

Hi,

Thanks for replying with that formula. I tried to put this formula into my query and I received the following messages:

You tried to execute a query that does not include the specified expression "Transaction#" as part of an aggregate function.

So then I eliminated the "Transaction#" from my query and got this message:

You tried to execute a query that does not include the specified expression "Deposit Amount" as part of an aggregate function.

I am not very familiar with these types of expressions so I am not sure what I have done wrong. I also tried to use the Dsum function but I was having difficulty with the criteria. I couldn't get that to work either.

Any other suggestions?

Thanks for your help!

Kmp