Running "Balance Available" in Query

R

RaShae

I'm currently using Access to keep track of the Tuition Reimbursement program
at my company. Every two weeks, I produce a report that goes to payroll
giving them the amount to be paid, the expended to date balance, balance
available, and other irrelevant information. Currently I have a "balance
available" field that calculates the annual cap - the expended to date, but
it doesn't reflect as a running balance on the report if the employee has
multiple entries on a single report. Is there a formula that calculates the
running balance available at the query level to be displayed in the final
report? To take it a step further, could that formula include a piece that
would reset the balance at the start of the calendar year? Right now I have
the following fields:

-Approved Amount (annual allowable of either $10K, $5,250 or $3K)
-Expended to date
-Balance Available
 
R

RaShae

BTW one more piece...the balance available should be unique to each person,
not the running balance total for everyone included on the report.
 

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