• Registered: 2015-10-13
  • Posts: 38

Topic: Keeping the correct balance when sorted by date

Hi,
I'm working on a simple project that has a petty cash module. The table has date, details deposit, withdraw and balance fields, sorted on date order. I'm able to keep the correct account balance if claims are entered in the correct date order. But if an entry is made after the current date the balance field is no longer showing the correct sequence for the total balance. Put another way, how can you adjust the balance when an entry is made out of order - apart from doing it manually. Thanks for any help or advice.


Cheers terry

  • derek
  • derek
  • Moderator
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  • Registered: 2015-02-16
  • Posts: 2,681

Re: Keeping the correct balance when sorted by date

Hi Terry,
Is this any good to you (see attached).
It's part of an old project but it sounds like it's the same sort of thing that you're wanting to do.  You can make deposits / withdrawals out of sequence (different days, same day different times etc) and the running balance should always recalculate.
Derek.

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Attachment icon runningbalance2.zip 341.53 kb, 297 downloads since 2019-05-02 

  • Registered: 2015-10-13
  • Posts: 38

Re: Keeping the correct balance when sorted by date

Hi Derek,
Thanks very much it is what I was looking for I appreciate your input.

Cheers Terry