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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


Date range and transaction balances


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??