Re: Can access calculate balances like excel?



Thanks, I think I know what you mean. I am going to try it now. Thanks
again for your help

"PC Data***" wrote:

> $55 is positive
> -$55 is negative
>
> CurrentBalance = DSum("TransactionAmount]","NameOfTransactionTable")
>
> --
> PC Data***
> Your Resource For Help With Access, Excel And Word Applications
> resource@xxxxxxxxxxxxxxx
> www.pcdata***.com
>
> If you don't get the help you need in the newsgroup, I can help you for a
> very reasonable fee. Over 1000 Access users have come to me for help.
>
>
>
> "Carmen" <Carmen@xxxxxxxxxxxxxxxxxxxxxxxxx> wrote in message
> news:9EF89BFE-9A9F-40BC-B689-D9727FCA5ED4@xxxxxxxxxxxxxxxx
> > Thanks for your help. I am a little confused still though. How does the
> > TransactionAmount get recorded as positive or negative.
> >
> > For an example, would it be something like
> > If TransactionType = Debit then
> > TransactionAmount = Negative
> > else if TransactionType = Credit then
> > TransactionAmount = Positive
> >
> > CurrentBalance query, how do I sum the TransactionAmount of all previous
> > TransactionDates.
> >
> > Sorry to be a pain.
> >
> > Carmen
> >
> >
> > "PC Data***" wrote:
> >
> >> In Access loan accounting is set up with a Transactions table that looks
> >> like:
> >> TblTransaction
> >> TransactionID
> >> TransactionDate
> >> TransactionAmount
> >> TransactionType
> >>
> >> TransactionType is a combobox with values of "Debit" and "Credit".
> >> TransactionAmount is recorded as positive for Debit and negative for
> >> Credit.
> >> CurrentBalance is calculated in a query as the sum of TransactionAmount
> >> of
> >> all previous TransactionDates.
> >>
> >> --
> >> PC Data***
> >> Your Resource For Help With Access, Excel And Word Applications
> >> resource@xxxxxxxxxxxxxxx
> >> www.pcdata***.com
> >>
> >>
> >> "Carmen" <Carmen@xxxxxxxxxxxxxxxxxxxxxxxxx> wrote in message
> >> news:DB40A27A-D761-40EE-B8C8-7DDF20A32987@xxxxxxxxxxxxxxxx
> >> >I am new to using code in access. What I want to do is set up a table
> >> >that
> >> > keeps track of the debits and credits of a loan showing the balance of
> >> > the
> >> > total loan on each entry. In excel this is simple you could create a
> >> > formula
> >> > that takes the previous row balance + debit - credit = current balance;
> >> > (loan
> >> > accounting). The next row will use the same formula and create a new
> >> > balance
> >> > that does not affect the previous row balance. This is what I want the
> >> > access table(form) to show. Can I do this using vba code, queries,
> >> > expressions??????
> >> >
> >> > The aim of the database is to track the loan balance through the loan
> >> > payments made, interest, and repayments as the transactions occur. I
> >> > want
> >> > to
> >> > use this to create a statement at the end of each month. I know the
> >> > report
> >> > option can use a running sum but I want the user to see the balances as
> >> > they
> >> > occur while using the form.
> >>
> >>
> >>
>
>
>
.


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