Quarter To Date column in Account Schedules

randy_bristol

Does anyone know how to do a Quarter To Date column in Account Schedules? The column would first have to figure out which quarter (1-4) that it was in, and then present the balance from the first day of the quarter through the current day or the first period of the quarter through the current period.

Thanks in advance for your help on this.

ara3n

I'm guessing you want a column for each quarter. The first quarter will the first column the second column will have in Comparison date Formular +3M

Third quarter will have +6M and forth qtr will +9M.

Ths should do it.

kine

You can use the Date table to find out which quarter the date is in.

You just needs to find the record with Period Type = Quarter, Starting Date <= yourdate and Ending date >= your date. Period no. is your quarter no. and Starting Date is your first date of the quarter.