Running Balance

[Nadine]

How to calculate a running balance in a MS Access Form or report.

Thanks

 

[Allen Browne]

Use a report.

Set the Running Sum property of the text box to: Over Group
The text box will accumulate the value over the report.

This is more difficult to do in a form. Running Sum is not available, and
users can sort or filter the records.

 

[Nadine]

Thank you Allen,
What I am trying to achieve is to have an updated balance for every record
for each account I enter in my table

 

[Nadine]

To be more specific I would like the balance to be equal to Previous balance
+Debit - Credit. and I do not know how to translate it in a MS Access form or
report.
Thanks

 

[Allen Browne]

Nadine, that would not be a good design.

One of the most basic rules of database design is that you do not store
dependent data. There are too many things that can go wrong if you store the
balance, e.g. when you discover you missed an entry for an earlier date, or
if you edit an entry so the dollar value changes.

If the database is going to work correctly, the balance must be calculated
in a query or report, not stored in the table.

 

[Nadine]

Thanks

Nadine, that would not be a good design.

One of the most basic rules of database design is that you do not store
dependent data. There are too many things that can go wrong if you store the
balance, e.g. when you discover you missed an entry for an earlier date, or
if you edit an entry so the dollar value changes.

If the database is going to work correctly, the balance must be calculated
in a query or report, not stored in the table.