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Daily Average Balance Calculated Field

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lsorense

Instructor
May 26, 2005
1
US
I need to track the daily average balances of all accounts - they are a bank and need it for financial reporting.

The formula is summing the total of all transactions for an account for the month and then dividing it by the # of days in the month. Then for the quarterly report, sum the total for the 3 months and divide it by the total # of days in the Quarter.

FRx is the ultimately where I'd like to create it since it will be part of a financial statement, but if it could be created using the SmartList Builder tool or even the Extender tool, that would be great.

Anyone have any thoughts or ideas?
 
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