ending balances

  1. S

    Calculating ending balances (sum with several conditions)

    The example with notes about problem is attached. Shortly: I want to automatically calculate ending balances from small general ledger I keep in excel. The formula should understand what account we are speaking of, what month is the transaction from and is the column debit or credit. I hope...
  2. A

    Need Suggestions on How to Create a Customer Rollforward

    I have a customer database with the following: tblCustomers that includes the following fields: pkAccount_Num, Customer_Name, Service_Market, Acquisition_Date (required), Cancel_Date (null if customer has not cancelled). I have been able to summarize the data using 2 separate crosstab queries...
    • azbasketcat
    • Thread
    • customer analysis ending balances microsoft access rollforward running sum
    • Replies: 2
    • Forum: Microsoft Access

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