I’m trying to build, for all practical purposes, a check register and have been puzzling over a problem.
I’m a bit of a noob and am trying to get the value of the “balance” column to become a variable to/from which the next row can than add or subtract its transaction, creating the next incremental balance.
I don’t want to just compute the balance and post it to a field in the document’s form, because entries may be added out of sequence and the view is going to hard sorted by date. So the addition of an entry which took place on a previous date would screw up incremental balances (I think).
While I’m not afraid of Lotus/JavaScript, if it can be done in @Formula, that’s be preferred.
Finally, I imagine that once there’s enough documents in the view, recalculating totals after entering in an entry from an older date will produce a lot of overhead. Is there a good strategy for minimizing this potential overhead?
Thanks in advance,
Sam