Check Register

The Extended Cut shows how to do a Running Balance.

See also: Access Expert 29

Thanks Kevin.

You're welcome.

I looked at both Check Register and Expert 29.  Both however only gave me the running balance in a form.  I would like to have the running balance in the table.  I guess that would be possible with a query but how?

Don't put the Running Balance in the Table.
The Extended Cut shows how to properly calculate the Running Balance in a Query.

Putting balances in a table may not be a bad idea.  At any given date and time, the balance can only be of one value, and it can't be anything else.  Such absolute values are best to be stored in tables as static values.  In fact, I would put a starting balance and an ending balance on every row of transaction so that I get the full picture every time I look at a row.  And I wouldn't need to keep updating the balances with queries, solving the original problem of this thread.  The only update needed to be done is that whenever a new row is added, you use DLookup() to retrieve the ending balance of the latest date and time (with the help of the DMax function) and store it as the starting balance of the new row.  That is easily done with a form's BeforeInsert event.

Thanks both Kevins. I'm at Expert 10 level so still a bit to learn before I can do that properly.

Both methods have merit. I know banks keep the starting and ending balance for each transaction. Calculating it like this is easier for beginners.

I presume this means that I have to base my data input form on an append query, correct?

No. You don't base a form on an action query.