You know how Quicken gives you the balance of your account as of that
day? So if you have a payment or deposit past today it's not figured in.
How do they do that and can I do it in FMP? I thought I had it figured
out but it doesn't work.

Thanks for any help.

Cris

Hi Cris,

You can use relationships to calculate this value.

Given table "MyTable" with the fields:

EntryDate (Date)
Amount (Number)

1) Create:

CutOffDate (Date, Global)

Then go to the relationships graph.

2) Duplicate the "MyTable" table occurrence and call it "DateRange."
3) Set up a new relationship where MyTable::CutOffDate >=
DateRange::EntryDate

4) Finally, go into the Fields tab and create a new field:

TotInRange (calculation, number result, context: MyTable) =
Sum(DateRange::Amount)

Now when you look at your handiwork, you can enter a value into CutOffDate
and TotInRange will only show the sum of Amounts on or before that date.

"Cris" <cris (AT) noinfo (DOT) com> wrote

Brilliant! It was my relationship. A million thanks.

Ruby

In article <2ZGdnTkkbeATNqjYnZ2dnUVZ_oKdnZ2d (AT) comcast (DOT) com>,
"Bill Marriott" <wjm (AT) wjm (DOT) org> wrote: