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Help With Tables and relationships

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  • Newbies

OK, I'm a filemaker noob here so be patient with me. I am in High School and writing a program for our school bank to use, they are just starting up and they don't want everything on paper, i started out in access, but i found filemaker was much easier to use. I'm still having one problem though. Here is what i need to do:

I have one table labeled Accounts where all the acount information is including account number and a balance field. I have another table called transactions where all the transactions will be entered, such as deposits and withdrawls. I would like for everytime an account number is entered and the transacion amount is entered for those values to be added to all the other transactions with that account number and the total to show up in the balance field. If that is not possible or way too complicated is there anyway i can do something similiar on a report?

Any help is GREATLY appreciated!!!!!

The two tables should be related by account number and in the relationship, make sure that you are allowed to create records.

An easy interface for this would be to have a layout from your accounts table have a portal using the relationship. You can have withdrawls and depostis in this account.

Then for the balance, create an unstored calc field that uses the Sum function of that relationship. This should give you the running balance.

You can get creative on how to handle a withdrawl verses a deposit by having a checkbox or two portals, etc. otherwise users would manually have to put in a negative sign for a withdrawl.

Good luck. Hopefully this will help.

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