Problem with running balance

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  • PhilOfWalton
    Recognized Expert Top Contributor
    • Mar 2016
    • 1430

    #16
    I am not sure of your level of expertise with Access, but the user should never be able to see tables, and only very very rarely see queries. Data should always be input using forms, and viewed either using forms or reports.

    So yo need to create a form based on your customer table and a subform based on one or other of the queries I sent you.

    The LinkMasterField s & LinkChildFields will be IDTblCustomers which is why I suggested using the table structure in my earlier post.

    The subform is updateable, so as you add new records, the correct balance should appear.

    You may need to add additional criteria to those queries, as the balance will be accumulated over all time, and I have a feeling you may need that balance monthly. Difficult to know as in my example, I show the dates with the month spelt out, and in your example I don't know whether you are using British Date format or US Date format.

    Phil
    Last edited by zmbd; Sep 11 '16, 08:49 PM. Reason: [z{fixed typo}]

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