Running Total in Access Report

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dbain30

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!
 
dbain30 said:
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.
Click to expand...

There is a Running Sum property on Text Boxes that works in Reports. (The
property is there for Text Boxes in Forms, but the feature is inoperative in
Forms, so you will not be able to use it in a Form embedded in a Subform
Control.) You can do a running sum over a group, or over all.

That may be a start toward a solution. Let us know how it works. If you
encounter specific problems, give the details, and someone may be able to
assist.

Larry Linson
Microsoft Access MVP
 
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