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#1
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Create A "Check Register" in Access
I have a user who wants to keep track of an account balance in
Access...similar to a check register. She wants to enter amounts and have them add/subtract from her account balance. I was able to create a running balance using DSum in query but you can't add or edit the data from the query view. Is there a way to accomplish this in Access? |
#2
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Create A "Check Register" in Access
I think that there is an account register template on the microsoft website.
I have used it before as a starting point. Why don't you take a look at the Access Templates on microsoft.com and see if you can save yourself some work? -- Rick B "LauraK" wrote in message ... I have a user who wants to keep track of an account balance in Access...similar to a check register. She wants to enter amounts and have them add/subtract from her account balance. I was able to create a running balance using DSum in query but you can't add or edit the data from the query view. Is there a way to accomplish this in Access? |
#3
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Create A "Check Register" in Access
Hello Rick,
I understand that you cannot add or edit data in query of a running balance. If I'm off-base, please let me know. Based on my experience, if I use a query such as following, I was able to edit/add record to accountdetails record form bound to the query and show balance properly. SELECT AccountDetails.AccountDetailID AS AccountDetailIDAlias,AccountDetails.AccountID, AccountDetails.Date, AccountDetails.Invoice, AccountDetails.Debit, AccountDetails.Credit, Format(DSum("[Debit]-[Credit]","AccountDetails","[AccountDetailID]=" & [AccountDetailIDAlias]),".00") AS Balance FROM AccountDetails; Since the balance in the form may not update after you add/edit record in the form, you may use a command click event or other event you want to update the query Me.Requery For example, I once used a command to update the balance after editing. Also, you may want to consider use a subform or different query to do the job other than doing this in the same query. Or you could do this via code other than in query directly. Please refer to the following links for some details: http://groups.google.com/group/micro...rowse_thread/t hread/d586449f7aa69731/c51ce4ca9874d499?lnk=st&q=%22Running+Balance%22+ac ces s&rnum=3&hl=en#c51ce4ca9874d499 http://groups.google.com/group/micro...rowse_thread/t hread/3622b98134e8712/0c525849eca5d7b7?lnk=st&q=%22Running+Balance%22+ac cess &rnum=13&hl=en#0c525849eca5d7b7 Please let's know if you have further questions or concerns, please let's know. Thank you. Best Regards, Peter Yang MCSE2000/2003, MCSA, MCDBA Microsoft Online Community Support ================================================== Get notification to my posts through email? Please refer to http://msdn.microsoft.com/subscripti...ult.aspx#notif ications http://msdn.microsoft.com/subscriptions/managednewsgroups/default.aspx. Note: The MSDN Managed Newsgroup support offering is for non-urgent issues where an initial response from the community or a Microsoft Support Engineer within 1 business day is acceptable. Please note that each follow up response may take approximately 2 business days as the support professional working with you may need further investigation to reach the most efficient resolution. The offering is not appropriate for situations that require urgent, real-time or phone-based interactions or complex project analysis and dump analysis issues. Issues of this nature are best handled working with a dedicated Microsoft Support Engineer by contacting Microsoft Customer Support Services (CSS) at http://msdn.microsoft.com/subscriptions/support/default.aspx. ================================================== This posting is provided "AS IS" with no warranties, and confers no rights. |
#4
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Create A "Check Register" in Access
Hello Rick,
I'm still interested in this issue. If you have any comments or questions, please feel free to let's know. We look forward to hearing from you. Best Regards, Peter Yang MCSE2000/2003, MCSA, MCDBA Microsoft Online Partner Support ================================================== === This posting is provided "AS IS" with no warranties, and confers no rights. ================================================== ==== |
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