How do I set up monthly and year to date fields in a query

D

DeeDee in despair

I am trying to do a balance sheet and I am having problems with my query
showing both month to date and year to date totals. I have grouped the Chart
of account # and need to know what else to do with the dates and the $$$$. I
have created my check register in a table and I am pulling the results from
it.
 
M

[MVP] S.Clark

I would do this with several queries, and a temp table. The temp table
would hold the structure that I need for output, such as:

ID
Name
MTD
YTD

Have one query populate all if the ID & Names(because some ID will have
YTD's, but no MTD's for the current M), another query to update the MTD,
then a final to update the YTD for each respective ID.

--
Steve Clark, Access MVP
FMS, Inc.
Call us for all of your Access Development Needs!
1-888-220-6234
[email protected]
www.fmsinc.com/consulting
 
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