I am only just above a newbie Filemaker hacker.
I need some advice re portals.
I have written a cashbook that has 2 tables: accounts and transactions
The transactions appear in the portal for deposits and withdrawals
The columns displayed are: date, type (deposit/withdraw etc), payee, payment, deposit and balance (at time of transaction)
The parent account details show actual balance at all times.
Inputs are straight forward and work well.
Now, I can edit the transaction (deposit or withdrawal) ad have the portal line balances all reflect a change if a monetary amount changes, no matter which portal line was edited.
However, changing date and having the portal then resort on date and reflect line balances to alter with that date has me tossed.
For example. Say on line 6 of a portal you had a date entry of Jan 1, 2011 and a deposit of $1,000 showing a line balance at that time of $15,000.
What happens if the entry needs to be edited to June 1, 2010 , that is moving the entry to say line 2 on the portal. How can I get the line balance to now reflect what it should have been based on the previous line
On a spreadsheet this is easy. Do I really need to go and trap the previous line (in this case line 1) and start a whole new calculation script . A screen photo is attached
I guess what I need is a calculation for the field holding the line balance that will update based on the line above, a sort of running balance. Is there an easy way to do that please??