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JEVetter's avatar
JEVetter
Qrew Member
25 days ago

Loan Data Base - Balances

Hi all,

Another loan database question. I need to create a formula for calculating previous balances on a loan and the current ending balance.

I also need to be able to create a reconciliation report where our finance department can put in a start date and an end date and get the balance at the start of that period and at the end of the period.

What is the best way to address each of these?

3 Replies

      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend

        I think that's too complicated a structure to solve on this Forum.  I think it will take some one on one consulting time to work out an understanding of the question and a solution.  Contract me directly if you want to initiate that discussion,

        Mark Shnier

        mark.shnier@gmail.com