Running Total in Access Report

[dbain30]

I am creating a report for a bank to provide an account history for
customers.

I have a relational download with 3 tables. The first table is the
customer table, the second is the account table and the third table is
the transaction table. The transaction table includes principal,
interest and changes to interest rates.

So far I've created a form with the customer and account information
and then a subform with the transaction information.

My issue now is that in order to make this useful I need to include two
additional columns in the subform, based on the transactions listed,
that include a running balance and can calculate the interest accrued
for the specific time period between transactions.

My question, is it possible to have a running balance that would
increase and decrease based on the principal transactions posted? I'm
willing to enter a starting balance, if necessary.

Any help would be greatly appreciated!

 

[Joseph Meehan]

I am creating a report for a bank to provide an account history for
customers.

I have a relational download with 3 tables. The first table is the
customer table, the second is the account table and the third table is
the transaction table. The transaction table includes principal,
interest and changes to interest rates.

So far I've created a form with the customer and account information
and then a subform with the transaction information.

My issue now is that in order to make this useful I need to include
two additional columns in the subform, based on the transactions
listed, that include a running balance and can calculate the interest
accrued for the specific time period between transactions.

My question, is it possible to have a running balance that would
increase and decrease based on the principal transactions posted?
Yes.

I'm
willing to enter a starting balance, if necessary.

Any help would be greatly appreciated!

This sure sounds like a school assignment.

 

[dbain30]

This sure sounds like a school assignment.

No, it's not a school assignment although I'm sure that it's something
that anyone can accomplish whose taking a college course.
Unfortunately everything that I know about Access is either self-taught
or from a book that I purchased at Barnes & Noble. Currently we're
calculating the transactions on an Excel spreadsheet and due to the
demand I've had to hire a temp. We've been able to get the information
in a query and transfer the data to create the accrual and running
balance however if I can fix these two issues in a report format then
I'll be able to both reduce the need for the temp and improve the
format of the final report that we provide to the customer.