Subtotals in Access

[MaryLouise]

Hi,

I have set up a database in Access 2002 and have a starting amount of $40,000 to use to help individuals in need purchase medications, housing, etc. I receive requests at different intervals and need to keep a subtotal and total of how much money I have left. Any help.

Thanks, Mary

 

[dhookom]

Can you provide any information about how your data is stored?

Duane

Duane
MS Access MVP

 

[MaryLouise]

My field are set up like this: 8 fields

ClientFirstName ClientLastName DateApproved $$Approved VendorName Invoice# $$Spent RemainingFunds

Not sure if this will help. Also I have spaces in some of my field names, would that effect anything?

Mary

 

[dhookom]

I wouldn't place person's names in a transaction table. You should consider a table of Clients "tblClients" with a primary key of ClientID. You would store the value from the clientID in the transaction table. If you place deposits in the table as Positive Values and Payouts as Negative Values then all you have to do is create a totals query to determine the current remaining balance.

Duane
MS Access MVP