Running Sum + initial value

  • Thread starter Thread starter phillip9
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phillip9

Hello everyone,

I have a report that almost works. I am able to create a running sum
easily, but my running sum needs to also include an initial deposit amount,
is there a way to do this?

This is what I want:
Initial deposit $1000

date totalDeposit totalWithd total TotalAvail
jan $100 0 100 $1100
feb $100 0 100 $1200
mar $100 0 100 $1300
 
phillip9 said:
Hello everyone,

I have a report that almost works. I am able to create a running sum
easily, but my running sum needs to also include an initial deposit amount,
is there a way to do this?

This is what I want:
Initial deposit $1000

date totalDeposit totalWithd total TotalAvail
jan $100 0 100 $1100
feb $100 0 100 $1200
mar $100 0 100 $1300
Click to expand...


Let's assume you have text boxes:

txtStartAmt some value
txtTotal =Deposit - Withdrawal
txtRunTotal =txtTotal <RunningSum and invisible>

Then TotalAvail text box would use the expression:
=txtStartAmt + txtRunTotal
 
Clarification

The records and accounts are not always so orderly. The initial deposit
could be during any month of the year and the first record could also be any
month of the year. Also, the initial deposit has to be tracked separately
from all other deposits.

I believe I have come up with a primative solution. I am using a hidden
running total for the monthly records. Then using a formula on the visible
field that includes the running total

initial deposit: $1000
date totalDeposit totalWithd total rt (hidden) TotalAvail
jan $100 0 100 100 =rt+initial
$1100
feb $100 0 100 200 =rt+initial
$1200
mar $100 0 100 300 =rt+initial
Click to expand...

$1300


I would still be interested in any other solutions that produce the same
results.


Thank you everyone,


Phill
 
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