budget formula

G

GEORGIA

HI, I'm trying to create a something for balancing my check book in the
database instead of in excel. How would I put the formual in the query? In
Excel, it will be something like..... Balance = previous balance - debit +
credit.

Thank you!
 
D

Doug Munich

In Access you would do that by having a summary query on all your
transactions. If you had a table of transactions where there was one field
which held the transaction amount which was positive for a debit and
negative for a credit, you create a query with that field and use the sigma
button to show the sum of that field. If you have separate fields (columns)
for credits and debits, you would have to add a column with an expression of
(Debit - Credit) and use the sigma button to add up that column.

In Access you don't calculate anything based on "the previous row" or
"the next row" like you do in Excel.

Doug
 
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