Bank Account Balance by line

[katiejay99]

Hello, I am new at Access and I have a problem that hopefully you can help me
with. I have created a simple database with 3 tables: accounts, categories
and transactions

I have created 2 queries - 1 that gives the sum total of each account
(balance)

the other is just a list of all transactions, tied to the accounts and
category tables

The problem I have is that I would like to create a report that will be run
based on a date range (I know how to do that), but how can I get a balance
forward?

Like your bank statement has?

Thank you in advance for any advice you can give me.

 

[Ed Robichaud]

In your report, you can use a calculated control to display the "actual"
balance regardless of the transaction date range. Use a domain function -
either DLookup or DSum - for the control source.
-Ed

 

[katiejay99 via AccessMonster.com]

Thank you for your reply Ed.

I had begun thinking that perhaps I needed to write an expression that
counted the records, took the first one, added the balfwd to that and the
rest of the transactions would be a running sum based off the balance of the
first record. Perhaps I am thinking too much

I will work on your suggestion.

Kathy

In your report, you can use a calculated control to display the "actual"
balance regardless of the transaction date range. Use a domain function -
either DLookup or DSum - for the control source.
-Ed

Hello, I am new at Access and I have a problem that hopefully you can help
me

[quoted text clipped - 15 lines]

Thank you in advance for any advice you can give me.