Basic Check Ledger - Please Help This QB Rookie

Question

Hi all,Could anyone point me in the right direction for information on creating and formatting a basic check ledger table (i.e. to track credits and debits to/from a checking account)?I have a parent table "Clients" with many children tables. Each Client has one checking account with many transactions, so I want to create an "Account Transactions" child table. The issue is that I'm relatively new to QuickBase and have never set-up a table that uses formulas in such a way that an account balance can be tracked across records with the same parent.I'd like to be able to run a report for a given Client and see a classic-style check ledger with payee/payor, description, amount, confirmation #, date, balance, etc.Any pointers would be an immense help.Thanks,Max​------------------------------Max DeGenova------------------------------

markshnier__you · Answer

Hi Max,You would just set up a table for transactions and then set up a relationship where one bank account has many transactions. He would put all your required fields on the transactions table. Then you would have a summary which would total up the sum of the transactions back up to the bank account record. That would be the running total amount in the bank account.------------------------------Mark Shnier (YQC)mark.shnier@gmail.com------------------------------

Forum Discussion

Basic Check Ledger - Please Help This QB Rookie