Create A "Check Register" in Access

[LauraK]

I have a user who wants to keep track of an account balance in
Access...similar to a check register. She wants to enter amounts and have
them add/subtract from her account balance. I was able to create a running
balance using DSum in query but you can't add or edit the data from the query
view. Is there a way to accomplish this in Access?

 

[Rick B]

I think that there is an account register template on the microsoft website.
I have used it before as a starting point. Why don't you take a look at the
Access Templates on microsoft.com and see if you can save yourself some
work?

 

[Peter Yang [MSFT]]

Hello Rick,

I understand that you cannot add or edit data in query of a running
balance. If I'm off-base, please let me know.

Based on my experience, if I use a query such as following, I was able to
edit/add record to accountdetails record form bound to the query and show
balance properly.

SELECT AccountDetails.AccountDetailID AS
AccountDetailIDAlias,AccountDetails.AccountID, AccountDetails.Date,
AccountDetails.Invoice,
AccountDetails.Debit, AccountDetails.Credit,
Format(DSum("[Debit]-[Credit]","AccountDetails","[AccountDetailID]<=" &
[AccountDetailIDAlias]),".00") AS Balance FROM AccountDetails;

Since the balance in the form may not update after you add/edit record in
the form, you may use a command click event or other event you want to
update the query

Me.Requery

For example, I once used a command to update the balance after editing.

Also, you may want to consider use a subform or different query to do the
job other than doing this in the same query. Or you could do this via code
other than in query directly. Please refer to the following links for some
details:

http://groups.google.com/group/microsoft.public.access.forms/browse_thread/t
hread/d586449f7aa69731/c51ce4ca9874d499?lnk=st&q=%22Running+Balance%22+acces
s&rnum=3&hl=en#c51ce4ca9874d499

http://groups.google.com/group/microsoft.public.access.forms/browse_thread/t
hread/3622b98134e8712/0c525849eca5d7b7?lnk=st&q=%22Running+Balance%22+access
&rnum=13&hl=en#0c525849eca5d7b7

Please let's know if you have further questions or concerns, please let's
know. Thank you.

Best Regards,

Peter Yang
MCSE2000/2003, MCSA, MCDBA
Microsoft Online Community Support
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[Peter Yang [MSFT]]

Hello Rick,

I'm still interested in this issue. If you have any comments or questions,
please feel free to let's know. We look forward to hearing from you.

Best Regards,

Peter Yang
MCSE2000/2003, MCSA, MCDBA
Microsoft Online Partner Support


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This posting is provided "AS IS" with no warranties, and confers no rights.
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