Lotus approach rolling balances

[cobweb]

Hi There:
Here is a problem that has vexed me - I want to create a bank account type database. I have a table for payments, a table for receipts, and a table for the date, called Bank. Using repeating panels off the bank database for payments and receipts I can create summaries of payments and receipts for the day, and a closing balance for the day.
However, tomorrow I want to carry forward todays balance as an opening balance. I have created a field called opBal - but how can I populate with todays closing balance? And how can I make sure it is always accurate (ie if the answer is 'click this button' how do I stop a user from forgetting or clicking twice?)
Thanks!

 

[cobweb]

Hi:
Problem sorted.
My solution involves creating a button that, when clicked, deletes all open records in the bank (where open is any record that has not been agreed to the actual bank balance), then duplicates the last record in the remaining records. Then increment the date, set the opBal to the ClBal from the duplicated record, set the closing balance to the opBal + transactions for the day;then repeat until you reach a predetermined date (say today +1).
This way the balance is always reset, so a user can go back a few days to enter missed payments or receipts.
Since payments & receipts are in a separate table the deletion is safe and fast - there is no rekeying.