Running total of account balance in portal - please?

[keelbolt]

I have a table containing individual income or expenditure records for individuals, and a table with a layout to display the individual's details with a portal of their income and expenditure amounts.

I cannot work out how to get the syntax for the calculation field to show a running balance for the individual that will show on the portal under his/her name.

Please can someone help? I've attached an example of what I'm trying to achieve - the running balance field is currently empty!

KB

Finances.zip

[djc728]

I believe if you put a calculation in the parent table using the SUM command to add up the related expenditure records and then create a Summary field in the parent table, choosing TOTAL and checking the box running total -- I believe that should do it for you.

[mr_vodka]

Your balance field calc should be: Income - Expenditure. Then create a summary field that totals with running total referencing that balance field.

[keelbolt]

Thank you mr_vodka. That worked perfectly. Now, when I get stuck, I will try to take some vodka with it. Must help!