HELP! I'm about to have a total meltdown!
I've been trying all sorts of things to do the following. I have a financial database that contains incomes and expenses. I have it set up so that each entry contains the date deposited, amount, from who, cheque #, etc. Each entry is either an IN (for income) or EX (for expense). I've just created the General Ledger report that shows a chronologic accounting of all entries in a given month. I now want to sum up the incomes and then sum up the expenses. I then want to add the incomes to the start balance, and subtract the expenses. Sound simple? I thought so too!
I've made two queries that output the correct numbers; neither one of them is the underlying query for the report. That query MUST contain all the entries in the given date range and then display them chronologically , as I said. If I could simply group the incomes and expenses, I would have it. But, I cannot. They are all mixed.
So, how do I plunk in a number from the queries I made? I've tried simply using the Expression builder to get to them, but Access doesn't know what they are. I've tried Dsum, DLookup, and can't get them to display the right numbers (always outputs the first entry amount only).
What I REALLY want, while I'm at it, to maintain a running total on the right, that adds things that are incomes and subtracts things that are expenses. That would do it! However, the Running Sum feature in reports only adds. I cannot see how to do it based on a criteria.
Any insights? THANKS! : )
I've been trying all sorts of things to do the following. I have a financial database that contains incomes and expenses. I have it set up so that each entry contains the date deposited, amount, from who, cheque #, etc. Each entry is either an IN (for income) or EX (for expense). I've just created the General Ledger report that shows a chronologic accounting of all entries in a given month. I now want to sum up the incomes and then sum up the expenses. I then want to add the incomes to the start balance, and subtract the expenses. Sound simple? I thought so too!
I've made two queries that output the correct numbers; neither one of them is the underlying query for the report. That query MUST contain all the entries in the given date range and then display them chronologically , as I said. If I could simply group the incomes and expenses, I would have it. But, I cannot. They are all mixed.
So, how do I plunk in a number from the queries I made? I've tried simply using the Expression builder to get to them, but Access doesn't know what they are. I've tried Dsum, DLookup, and can't get them to display the right numbers (always outputs the first entry amount only).
What I REALLY want, while I'm at it, to maintain a running total on the right, that adds things that are incomes and subtracts things that are expenses. That would do it! However, the Running Sum feature in reports only adds. I cannot see how to do it based on a criteria.
Any insights? THANKS! : )
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