Summary Report Help

Question

I'm trying to build a report, I've tried several different options, and not getting the result I need. I have a tablet with the following data/fields, that I'm trying to get an end result for. We are a non profit trying to track the dollar amounts left in different categories of funds.

Fund Category
Amount Spent

I'm trying to get the ending available balance for each fund category. I initially thought building a formula would work, but not sure how to complete this in a report. Fund category group and sum the field amount spent.  In the formula would be $100,000.00 - [Sum amount spent] = Remaining Balance?------------------------------Neal Neal------------------------------

MarkShnierYou · Answer

I am just guessing as to the structure of your app but it seems to me the proper structure would be to have a relationship between your two tables. There would be a table of Fund Categories and a table of Amounts spent.

Then you would have a Relationship where One Fund Category has many Amount Spent entries.

Then on that relationship you would make a summary field to total update about spent. That way each Fund category would know how much has been spent so far. had a data entry field on the fund category where you could enter the opening balance for the fund category then you would know how much is remaining to spend by subtracting.

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
mark.shnier@gmail.com
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