Results 1 to 4 of 4
  1. #1
    bka57 is offline Novice
    Windows XP Access 2007
    Join Date
    Jan 2012
    Posts
    2

    Running balance

    In the "forms" section, using the "design" view, I have created a form which I use to input my checkbook information. Included in this form are the following fields/columns:
    Transaction Date
    Transaction Description
    WithdrawalAmount
    DepositAmount
    AccountID


    Balance

    The balance column is a formula I defined as =sum([depositamount]-[withdrawalamount])

    My problem, regardless of how many entries I make, the balance column always has the same number in it. Although the balance for the last entry is correct, that same balance shows for every entry I make.

    I am running Access 2007 on Windows XP. I have tried to find the answer to this problem myself but have had no luck. Many solutions show that I should have a "running total" option to choose from in the "all" section of the property sheet. I can not find where I have that option.

    I am not very good at building expressions and calculations, which I assume is where the problem lies. Any help would be great. From posts I have read, it appears others have had the same problem. Thanks

  2. #2
    June7's Avatar
    June7 is offline VIP
    Windows XP Access 2010 32bit
    Join Date
    May 2011
    Location
    The Great Land
    Posts
    53,601
    Running Sum is a property of textbox on a report, not available on a form. Showing a running sum on form is not easy. Can easily do the following:

    Do not use the Sum function for Balance calculation in Detail section.
    Is the form in Datasheet view? Click the Totals button from Home > Records. This will open a row where you can select aggregate functions.
    If the form is not in Datasheet, put the Sum calculation in a textbox in Form header or footer section.
    How to attach file: http://www.accessforums.net/showthread.php?t=70301 To provide db: copy, remove confidential data, run compact & repair, zip w/Windows Compression.

  3. #3
    bka57 is offline Novice
    Windows XP Access 2007
    Join Date
    Jan 2012
    Posts
    2

    running balance

    my "balance" calculation is in a text box of the "detail" section located under the form header when I pull up the "design" view. I see where you are speaking of the totals button for my records. From what I can see, this adds up all amounts in the deposit column and all amounts in the withdrawal column but does not effect the "balance" column.

    Somehow, I would think that I have to reference the previous transaction "balance" then add the current transaction "depositamount", if any, and subtract the current transaction "withdrawalamount" if any. Similar to how you set up a formula in a spreadsheet.

    ANy other thoughts are welcome

  4. #4
    June7's Avatar
    June7 is offline VIP
    Windows XP Access 2010 32bit
    Join Date
    May 2011
    Location
    The Great Land
    Posts
    53,601
    Interesting, I really haven't used the Totals on a datasheet form before so just tested it. The expression in the Balance textbox results in a string value, not a number and the Totals row offers only None or Count as available, even after I set the textbox format to General Number. As I said, not easy to accomplish on form. This link shows method to calculate between records http://allenbrowne.com/subquery-01.html#AnotherRecord
    How to attach file: http://www.accessforums.net/showthread.php?t=70301 To provide db: copy, remove confidential data, run compact & repair, zip w/Windows Compression.

Please reply to this thread with any new information or opinions.

Similar Threads

  1. Show Running Balance on Data Entry Form
    By hawzmolly in forum Forms
    Replies: 5
    Last Post: 06-30-2019, 03:27 AM
  2. Running balance in a form
    By Ray67 in forum Forms
    Replies: 5
    Last Post: 10-24-2011, 07:43 AM
  3. Replies: 4
    Last Post: 08-19-2011, 01:53 PM
  4. I want MSN appear when I am out of balance
    By miziri in forum Programming
    Replies: 4
    Last Post: 06-20-2010, 02:53 AM
  5. Adding Running Balance from Form to Reports
    By KIDGEO3 in forum Reports
    Replies: 1
    Last Post: 01-18-2006, 08:52 AM

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •  
Other Forums: Microsoft Office Forums