Calculating a running balance

Posted on 2003-11-07
Last Modified: 2009-12-16
How do you calculate a running balance in MS ACCESS Form i.e  if I want to creat a running balance for customer's daily purchase on credit.
Question by:HANKNO

Accepted Solution

svenkarlsen earned 50 total points
ID: 9704559
if you have the customer account table with e.g. a record for each purchase/transaction:

Table: CustTrans
Fields: CustID, Transdate, TransAmmnt

And then you have another table which sums up the first:

Table: DailyBalance
Fields: CustID, BallDate, BallAmnt

Then you can run a query every day (e.g. at midnight):

INSERT INTO DailyBalance ( CustID, BallAmnt, Balldate )
SELECT CustTrans.CustID, Sum(CustTrans.TransAmnt) AS SumOfTransAmnt, Date() AS CurrDate
FROM CustTrans
WHERE (((CustTrans.Transdate)<Date()))
GROUP BY CustTrans.CustID;

Of course this is just a synopsis, - in the real world you must code the errorhandlers, think about exceptions, probably adapt the query so it can be run at any date (not just current). But it'll get you by for starters, - notice that it gets the Customer list from the trans-table: this means than any client who has made a transaction will be included automatically, - i.e. you don't have to add new clients to the DailyBallance table.

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Expert Comment

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