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Date range and transaction balances

Question asked by amtrakpdx on Dec 31, 2014
Latest reply on Dec 31, 2014 by philmodjunk

Title

Date range and transaction balances

Post

Dear Wizards,

Tbl A is INSTITUTIONS (Parent), Tbl B is TRANSACTIONS (Child).
Tbl B has fk field for INSTITUTION and also fields for Transaction Amount, Transaction Date etc. and also a calculation field for running balance.  When I do a find to isolate for an INSTITUTION the running balance is accurate but when I constrain that find to INSTITUTION AND a date range (like the last year, or current month) the running balance is no longer accurate.  How do you guys handle this situation??
TIA

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