4 Replies Latest reply on Aug 5, 2017 6:36 AM by springer01

# How is  a 'Running Balance' equation achieved from a required 'Starting Number'?

I have a layout of fields where, from a starting balance number: 'n_start_value',   the following for each date:

n_gross_pay— n_fed_tax —n_state tax are subtracted for a balance   = c_amt_rec'd.      I need that balance to be a 'running total' for each date.

The starting balance is the value of my annuity on 12 Dec '16, then  each month I receive a payment from which federal & state taxes are deducted for an amount received. This amount is identical for each month. This amount is deducted from the remaining value of my annuity each month.

I can't find a SummaryFunction' to allow a starting value. Perhaps I need a combination of Functions but it is beyond my ken. Need help!

• ###### 1. Re: How is  a 'Running Balance' equation achieved from a required 'Starting Number'?

you need a calculation field:

RunningTotalField + StartNumberField

• ###### 2. Re: How is  a 'Running Balance' equation achieved from a required 'Starting Number'?

Stephen Huston: I think you misunderstood my msg above, or likely I don't understand your response. How can I use a plus-sign to achieve a subtraction?

To clarify my intent:  Assume my Annuity at end Dec '16 was \$100,000. The field is (n_start value)

Then, each month I receive a payment of \$1000 (n_gross_pay) less Fed tax (n_fed_tax), less State tax (n_state_tax) equals (c_amt_rec'd).  Assume this value is \$600 and is subtracted from my annuity balance each month.

The latter is a Calculation field:  c_amt.rec'd)  Calculation    =Sum ( n_gross; -n_fed.tax; - n_st.tax );  Assume \$600.

Then I have a field n_annuity_balance, which I want to be a running-balance of the value of the annuity, e.g.:

Jan 31: \$99,400; Feb 28: \$98,800; Mar 31: \$98,200;  etc.

Using the Starting Balance then a Summary field (or other method) to subtract the result of c_amt_rec'd each month.

I hope this isn't too confusing;

• ###### 3. Re: How is  a 'Running Balance' equation achieved from a required 'Starting Number'?

Set up your running total summary field to total the c_amt_rec'd field.

Then use the summary field in the calculation that Stephen has suggested and put the calculation field on your layout in place of the summary field. StartNumber field can be a field from a related table, global field or global variable.

• ###### 4. Re: How is  a 'Running Balance' equation achieved from a required 'Starting Number'?

Voila! I finally got it!!  Thank you Stephen Huston & philmodunk. Phil, this is the 2nd time you've helped. You showed me how to apply Stephen's response.

However, I've had to modify it as follows; StartNumberField — RunningTotalField:

c_start_minus_run  Calculation  Unstored,  = n_start_value - s_running_total.

You've taught me how Functions can used within other Functions.  Thanks!!