Below is a simplified solution that should help you accomplish your goal.

The DatePart() function can return the quarter of a date, so you can use that to your advantage.  For instance, DatePart("q", #1/8/23#) will return 1.

The second image is my original query

Hi Alan, a few things below pertaining to the first picture you posted:

1.  Int(Month([ChkDate])/4+1) doesn't seem to work.  If ChkDate is in Oct or Nov, it returns 3, but both months are in quarter 4.  Use DatePart("q", [ChkDate]) instead.

2.  Add another column in your query for year, and set it to "Group By".  E.g. Yr: Year([ChkDate]) -- Group By.  The year needs to be part of the grouping, otherwise all the Nth quarters of all the years will be added together.

3.  The InTakeTotal Sum column already gives you the annual quarterly totals.  So you don't need the QuarterTotal column, nor the use of DSum.  What makes it possible to get the quarterly totals is the grouping created by the Yr and Qrt columns.

Kevin's - Thank you both for lending your help. I think i am not explaining the issue plainly enough. The formula above that Kevin Robertson offered works however i need the formula to work as a running balance. My original formula works ( See Examples) however the 2 calculated RunningBalance calculations do not recognize the quarter i selected and pass their values into the next quarter which i do not want. I need a solution to keep the running balance calculations in their selected quarter. All other fields in the query recognize the quarter. For some reason those do not.

The first image is the query i am using where i select quarter and  account. I have the query set to the current year.
Second image is the output which is what i want from my query
Third image is what i get when i tried to add values to the 2nd quarter as you can see is migrating the Runningbalance and Surplus/Receipt outputs from the first quarter when i start to enter data.