I have a checkbook journal with a calc that figures the balance. 

I know this should be easy, but I am having a hard time figuring out how to capture the balance daily (the end of the day) and do a simple report, list, or portal that shows the daily balance.  ((kind of what you see when logging in to your bank).

 

Any ideas anyone?

Than you in advance. 

 

Amy

 

 

 

 

 

 

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This topic has been moved from "Articles, Tips, Techniques & Solutions" to "Managing Scripts".

You should not try and do this through a calc field.  Each transaction should be its own record and store the balance at the end of the transaction.  The last transaction of the day will have the correct balance.  Statically stored.

 

That will make reporting very fast, trying to do this with calculations will make for terrible performance.

I get that. I think i explained it wrong. We do it that way. i will think about how tore-explain it.