Financial Tracker
Nov 1, 2005
I would like to keep track of 5 seperate funds (or stocks) by price, daily change, total change...etc.
I was thinking of having a table with date as the primary key containing the daily price of each fund. I will enter the prices into this table manually every day.
A second table will automatically makes appropriate calculations and save these changes on a daily basis based on the date. With no user input.
Is this possible?
Can I have the second table automatically grab the dates from the first table? Would the second table use date as primary key for calculations?
Thanks,
~dnnymak :eek:
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Dec 11, 2007
Hi Guys,
I am really stuck here. For some reason I am not able to link tables together.
I am not sure if i have separated the tables correctly.
The Employees are related to the ODF number
Here's what I want to happen
2 tables
Employee
- LastName
- FirstName
- Extension
ODFNumber
- Queue
- ScanDate
- Status
- SentDate
Please help.
Also, I am having problems with creating the forms
I want to be able to just enter the ODF number and know what the status is and who is processing it.
Thank you very much.
19879
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Feb 15, 2007
I have a database which I have written for part of my coursework for school. However I have a small comany interested in it, I have added security to it using the wizard in access and what I would like to be able to do now is to be able to see when each user has logged in and logged out so I can track how much use it has had when I go to carry out maintance on it.
I know this one might be pushing it but I would also like it to say what each user has accessed while they have been logged on.
Do any of you know how to do this? or could you give me some pointers about were to start?
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Oct 12, 2006
folks,
need to know if there is a simple way to
1) find whether an access database has been updated
2) if so send an email to an address
is there an easy way to accomplish the above
need to monitor an access db for any updates and notify upon any changes.
tx
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Jan 29, 2008
I'm currently attempting to setup a small database to track a few things for the company I work for, namely attendance. Currently they use an excel spreadsheet that covers the current year. This worked great for them when they were still a small company, but with the number of employees shooting from 50'ish to a couple hundred the spreadsheet is just not a viable option any more.
What I need is suggestions on the best way(s) to go about implementing this.
First, I need to do a 1 year look back, on a montly level is fine. So from January 2008 back to January 2007 will work fine. What i have currently setup is a form with 12 of the basic Calender controls built into access 2003. Unfortunatley these wont quite work.
Basic layout of my database so far will be an employees info table, a lookup table for Attendance codes and their infraction values and an attendance (or I suppose more technically an absence) table. I would like to have a form that displays a calendar view for the last 12 months, that will allow me to view / update any absences for an employee. I would also like a way to insert company holidays / shutdowns in to the attendance table in a way that marks it on any employees calendar as a scheduled day off. I assumed i could do this with a simple "all" employee along with the dates and have the calendar search for entries with the Employee ID as well as the All flag and mark those on the calendar.
I think if i can just get the calendar setup covered I can figure out the rest of the data aspects, I'm just stuck on finding a decent way to implement the Calendar Aspect.
Thanks in advance!
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Feb 10, 2012
I've been asked to come up with a method of tracking outbound calls for my company. This is a new job for me and I'm aiming to impress.. but I'm a touch out of my element so I'm not trying to reinvent the wheel here.
I've found this starting point: [URL] .....
But I'm having difficulty conforming it to function the way I need it to. Basically, I want the applet to
-store the employees name
-store customer names that were called
-a checkbox for whether or not an appointment was set
-a textfield storing an appointment date/time [if applicable]
-four radiobuttons to select which area of the business the call pertains to
The employees would submit new values everyday, and ideally I would like the data to be accessible in a real time line graph.. I totally assumed this would have been done and redone before and that there would be a plethora of templates to choose from online, but for the most part my search has been fruitless and the only solid lead is the one posted above.
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Sep 15, 2014
I am currently preparing a time tracker in my office where there are similar task assigned to different users.
I created a form and split it for front end user and back end user. front end database was copied by each user in their local. However problem is that whenever a front end user update their database it is also reflected in other users database. Is their anyway front end user can see their database only....
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Nov 7, 2012
My Main Table in my Database is "Quotation", what do i need to do in order to create a new Main Table called "Quotation Tracker" and "Quotation" would now be under "Quotation Tracker"
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Sep 23, 2005
I am doing some work on a loan calculator which I have done successfully in Excel. I now wish to do this with an Access form (A2K). Can anyone please confirm that the Financial Functions (ie CUMPRINC etc) that are available in Excel can be used in Access. The Access help menu calls them Worksheet Functions and I can't see any reference to the above function in this forum. I have entered it in a control and get a #name? error. I dont know if I have made a syntax error or that Access doesn't recognise it.The following is the formula I have used =CUMPrinc([rate]/[freq],[nper],[amount],1,[nper],0).
I have not had the same problems with the following formula =PPmt([rate]/[freq],1,[nper],[amount],0)
Cheers
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Oct 20, 2005
I am working on a financial integration system that receives lists of financial journal transactions from several accounting packages.
I import and sumarise the transactions and end up with a transactions table like the one below. I now want to produce an Accounts summary (by period) table. I am trying to figure out how to do this just using SQL.
I do not want to use record by record VB because it is slow and I have a million+ records.
Can anybody help ?
Transactions Table (input)
Account Period Amount
1011100
1015 100
Account Summary (desired output)
Account Period Opening Movement Closing
101 10100100
10121000100
10131000100
10141000100
1015100100200
PS I need to run on Access and SQL Server
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Nov 1, 2006
I am trying to create a make table query that extracts information from another table based on its year and month.
The problem I am having occurs when it comes to selecting data across multiple years ie. April 2005 - March 2006. The table that contains the data has two fields that are year and month.
I have created a form to allow the user to enter the required years, but I am unsure how to get the query not to select duplicate months e.g. April 2005 and April 2006.:confused:
Any help would be appreciated.:)
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Jan 25, 2007
I have created a query in Access 2000 which contains a date field in short date format.
I would like to add a field to this query which calculates the financial (fiscal) year from my date field. Our financial year runs from Apr 1st to Mar 31st.
I'm totally stuck - any ideas would be greatly appreciated!!
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Jul 18, 2013
Using Access 2000
I have a field which lists a date. I would like to determine which financial month the date is.
However the financial month starts and ends at odd times, for example
The start time of the month is the first Sunday after the last Friday of each month. With the end date being the day before this.
So for July it would have been
30/06/2013 - 03/08/2013
and August is
04/08/2013 - 31/08/2013
I would like the output to show something like "July 2013"
How to do this?
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Dec 2, 2012
I'm new to Access and would like to ask if it's possible to create a portfolio manager to track and report financial market holdings - buys, sells and current holdings. The current software managers on the market don't offer what I'd like to see so I'm looking to create my own.
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Apr 17, 2015
I have the following in a query:
Count: Val(DSum("Num","Google_export_1Cancer_Target_Prea" ,"DatePart('m',[StudyEntryDate])<=" & [AMonth] & " And DatePart('yyyy',[StudyEntryDate])<=" & [AYear]))
Our Financial Year runs from April to March.
The formula works fine up to, and including, December. Then, for the last three months of the financial year (Jan, Feb and Mar), the running total of the 'Num' field stops and the entry for January is just January's 'Num' with the running total starting again for February and March.
How do I rectify this?
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Oct 4, 2013
I'm an accountant and I'd like to build my own personal financial database in Access. One thing I like about MS Money is the 'Forecast Cashflow' feature, which is based on a schedule of recurring transactions, amounts, next due date, and frequency. I want to replicate this.
So, I created a dummy database for the sake of learning the code behind this process. I've got 2 tables (but no microphone.
1) tbl_InitialPoint (which is my schedule of recurring transactions, amounts, frequency (in days))
2) tbl_Register (where I want forecasted transactions to wind up)
I've got 2 saved queries:
1) qry_MaxDate (looks for any transaction @ 'tbl_InitialPoint' and finds the last date of that transaction in 'tbl_Register'
SELECT MAX(tbl_Register.PostDate) AS LastDate, tbl_InitialPoint.Description
FROM tbl_InitialPoint INNER JOIN tbl_Register ON tbl_InitialPoint.Description = tbl_Register.Description
GROUP BY tbl_InitialPoint.Description;
2) qry_InsertTransactions (populates 'tbl_Register')
INSERT INTO tbl_Register ( PostDate, Description, Amount )
SELECT qry_MaxDate.LastDate + tbl_InitialPoint.Frequency AS DateSeries, tbl_InitialPoint.Description, tbl_InitialPoint.Amount
FROM tbl_InitialPoint INNER JOIN qry_MaxDate ON tbl_InitialPoint.Description = qry_MaxDate.Description
WHERE qry_MaxDate.LastDate + tbl_InitialPoint.Frequency <= [Forms]![HomePage]![DateHorizon];
And I've got a form called 'HomePage' that has
1) A textbox where I input a date horizon (this is where I want the eventual 'Forecast Cashflow' to stop
2) A button to start the process
It seems to me that qry_InsertTransactions needs to be run over and over (looped) until the query is empty. And it seems to me that this can only be done via VBA (not sure if I could structure my SQL to avoid VBA in this case, but I need/want to learn the vba to accomplish this).
I'm having trouble getting VBA to run qry_InsertTransactions a single time. I'm pretty sure if I could get the thing to run once I could get it to run through a loop. So, here's what I came up with.
Public Sub InsertTransactionsBttn_Click()
Dim db As Database
Dim qdfNew As QueryDef
Dim qdfInsertTransactions As QueryDef
Set db = CurrentDb()
[Code] ....
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Aug 31, 2012
I have a query that includes several columns, one of those columns shows returns on investment as a percentage. I need to figure out the annualised returns on investment using the following excel formula
{=PRODUCT(1+B1:B24)-1^(12/24)-1}
This formula gathers the percentages for the last two years then provides an annualized amount.
I'm just wondering whether this is possible to apply to the query so that when I open the query it can provide me with the 2 year annualized statistics.
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Nov 15, 2012
I am trying to create a table which would include financial data, by year, by client. For example:
Client #1
2009 2010 2011
Revenue 5000 10000 1200
Expenses 2000 1000 700
Net Income 3000 9000 500
Client #2
2009 2010 2011
Revenue 5000 10000 1200
Expenses 2000 1000 700
Net Income 3000 9000 500
Etc.
Should I have headers as such:
Client #, 2009Revenue, 2009Expenses, 2009NetIncome, 2010Revenue, 2010Expenses, 2010NetIncome, 2011Revenue, 2011Expenses, 2011NetIncome
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Feb 25, 2014
I have about ten append queries to group various financial data to one main table.
I have used the round function (iff (Round(Nz([FIN_data]),2)) in the queries to round the original data into 2 decimal places but there is still one or two lines exceeding 2 decimal places.
What is the better approach to have only 2 decimal places for all append data?
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