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Claris Engage 2025 - March 25-26 Austin Texas ×

balance sheet using portals


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Posted

Hope that I can describe this problem. I have a check book with a starting balance of 300.00 dollars. I want to use the portal as a general on going balance sheet. I have not found a way to add a expense or a deposit and automatically calculate a on going balance as the new protal record is created.

This is what I have done so far.

Global start balance = $300.00

Protal layout Example

indexID, Expense,Deposit,balance

1 , 10 , 0 , 290

2 , 20 , 0 , 270

3 , 0 , 200 , 470

--------------------------------

4 ,0 , 0 , 470 this record has not been calculate yet

I want each new record to reflect the new balance before the expense or deposit is made.

I don't want to use scripts if possible but if some one has a way that is clean well that'll work for me.

I hope that some one can give me and idea now how to create this.

Thanks

Posted

You mean it doesnt add calculate the last row as you enter it? No, it wont do this because until you click out of your portal, your records have not been commited. This means that the info in them hasnt been saved yet and so filemake rwont take this into account.

If thats not what you meant and what you really wanted to know was how to do the calculations, just make calculation fields local to the table your layout is linked to and calculate a sum over the same relationship as you're portal.

~Genx

This topic is 6845 days old. Please don't post here. Open a new topic instead.

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