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

Topic: Running balance multiple accounts

Hi,
Like most projects my single account with a running balance has grown into one with multiple accounts. I have a table called Accounts and one called Transactions that is linked to Accounts. If I use the calculated field method that Derek assisted me with the results are wrong once you add a second account and have two or more transactions on the same date. Any help would be appreciated.

Cheers Terry

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

Re: Running balance multiple accounts

Hi Terry,
I think you just need to tweak the calculated field  (see attached). 
I've also stuck a current balance calculated field at the account level as well as the transaction level so you can see an overall summary.
Regards,
Derek.

Post's attachments

Attachment icon runningbalance3.zip 341.93 kb, 290 downloads since 2019-05-06 

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

Re: Running balance multiple accounts

Hi Derek,
Thanks again for your assistance. It works well. I will buy you a beer next time you are in Australia.
Cheers Terry

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

Re: Running balance multiple accounts

LOL -  I reckon your money's safe!
Just checked and realised that I'd forgotten to switch the tablegrid colouring back on - here's the corrected version if you need it.
Derek.

Post's attachments

Attachment icon runningbalance3.zip 341.94 kb, 348 downloads since 2019-05-07