General :: Finance Database - Setup Categories Per Transaction
Sep 8, 2013
I'm developing my own personal finance database and the part stumping me on the design is how to setup the categories per transaction. For example a primary category would be "home" and the secondary category would be "furnishings". How do I set this up? I'm getting stuck on how to tie it into the transaction table.
I'm familiar with writing SQL queries, but this is really my first stab at database design.
The relationship diagram is attached. The transaction table and the category tables are to the right of the diagram.
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Apr 22, 2013
I have a database that I use to put in orders for our shop and keep track of our part informations as well as paint and packing materials. Everything works good on this but I am trying to create a table for adjusting quantities on hand for packing material based on the part quantities and for adjusting paint in stock based on information given to me after the job is run.
There is already a relationship between parts and packing material as well as parts and paint. When I put an order in I would like to have it adjust out that many packing materials that are related to that part. Once a job is run I need to be able to adjust out the amount of paint used.
For the paint side of this I want it to track the paint used by order, we are trying to get a grasp on how much paint we are using for parts so it is important for me to know how much and when.
I am thinking I need a table that connects paint to orders and has quantities in it, then create a query and do the calculations from there... I do not know how to accomplish that but it sounds like it could be right...
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Apr 17, 2013
I want to make inventory fifo(first in first out) db. Example:
February
1- beginning balance : 800 unit @ 6$ per unit
4- received 200 unit @ 7$ per unit
10- received 200 unit @ 8$ per unit
11- issued 800 unit
12- received 400 unit @ 8$ per unit
20- issued 500 unit
25- returned 100 unit to storeroom to be recorded as latest issued prices
28- received 600 unit @ 9$ per unit
The report must be like pic attached
I dont know how to make transaction to do this....
My database in attachment
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Jul 2, 2015
I have a database whereby users already have to sign in with a username and password, using a form which them allows them to view a front page. The front page allows them to access data and add/amend it.
I now have to adjust this setup as we have directors who want to view the system, but we don't want them to amend it.
Is there anyway to change the current setup that I already have or do I have to scrap it and start again?
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Nov 28, 2012
I would like to separate my list box in two categories.Indeed it is composed by 2 types of criteria but arranged in the same List box (I can't create another List box, it's forbidden).how can I proceed?I've thought to insert a dash but it has to appear all the time and I don't know if it's possible to do that.
I've also thought to enter a title IN the list box above each category but it has to appear all the time too..when I click on one item in the List box it becomes highlight.May be code the 2 titles I could add for being always selected (highlight).I don't want to have to select the 2 titles every time!!!
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Dec 27, 2012
Suppose I receive boxes and store them in a room. Each box can contain items that are either shaped as cubes or spheres and I have to allow for the addition of more shapes in the future, but only one shape can be in each box. Each box contains a random number of shapes and two boxes may, or may not, contain the same number of shapes as another.Cubes can be either Red or Green, Spheres can be either Blue or Yellow.
I wish to set, and have the ability to change, how many cubes and how many spheres, on a percentage basis, I wish to have (e.g., 60% Cubes and 40% spheres).I also wish to set, and have the ability to change, what percentage of cubes I want to be Red and Green and which percentage of Spheres I wish to be Blue and Yellow (e.g., Cubes -Red 70%, Yellow 30% )
e.g. -- I have several boxes totaling:
Cubes
Red 30
Green 40
Spheres
Blue 10
Yellow 20
My goal is to produce three reports.The first report would provide the Target and Actual number of Cubes and Spheres expressed as a Value and %. The #'s would simply be calculated from my desired % . So, if I wanted to have 60% cubes and I had 100 Shapes, my target # would be 60. If I had 200 Shapes it would be 120. (i.e., The actual number of shapes I have is simply a factor of how many I receive and I have no control over this.)
The First Report would look like this
Target % - Actual % - Target # - Actual #
Cubes 60% 70% 60 70
Spheres 40% 30% 40 30
The second and third reports would be the same format but would break down cubes into red and green and spheres into blue and yellow.I can accomplish the Report that breaks down the shapes but I am running into problems with the next level as I need the total number of shapes and the the total number of only Cubes or Spheres to insert into the expressions.
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Oct 24, 2012
I use a combo box to select products and place in my order details sub form .I now realise i need a catogories table . How can i get my combo to look up a categories table then go the products of that table then enter in my orderdetails.
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May 11, 2015
I have a login screen that works fine but I need to lock some part of the system from normal users but I can't figure out how to track if the user who is logged on is security level is high and can authorize the transaction!!!
I have users table and in it I record the users, passwords, security level. So when someone logs on I have no way of knowing who they are and in order check their security level. I did it in the past by setting the C drive VOL into a value and search but as we use Citrix XenApp this is not possible the C drive is the server drive and if multiple users login to to that server then the VOL value would be wrong.
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Oct 15, 2014
I use custom categories in the navigation pane to make finding the right objects easier (duh) but now I have quite a lot of custom categories and they are stuck in the order they were created in.
I would like to rearrange them into some logical order (maybe alphabetical, maybe custom) so i can find the categories quicker.
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Nov 7, 2013
In Access column name is STKITEMNBR and data type is TEXT. 4/5 of data are numeric and 1/5 are alfa-numeric. One of data was 15E10 in Access, but was altered to 1.50E+11 when exporting out to Excel csv file. Because it was Stock Item Number it needed to stay the same as 15E10 in csv file.
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Aug 24, 2006
I have a database for an event with 2 main tables.
Parents and Children of the parents with a one to many relationship.
I need to be able add the table number that each parent and child will be at (not the same table as parent). I could add another field for the table to each database but not all the entries are attending the event.
Could someone point me in the right direction as to the best way to design this.
WarrenB
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Sep 5, 2006
I have just begun learning MS Access and have some information already in an excel spreadsheet that is getting too big and I am trying to decide if converting the whole thing would be beneficial or jsut a waste of time.
The issue is the current excel file is a workbook of about 150 separate worksheets that are all hyperlinked to each other. It does everything I want, but I feel like it is getting to big and cumbersome and really all I want is to add one sheet/record and have all the totals/averages/"reports" update themselves. That is why I think Access might be better. Currently it takes a good minute to update the file when saving. The Excel file is about 13mb.
The data is basically all times from a mens & womens cross country team. I have one form I take to each meet and record mile splits, places, final time, etc. Then I return and currently put those times into excel. I have 4 years of data for each runner. I also have 10 years of team data that needs to be able to be recalled usefully. My spreadsheet also looks through all past meets and keeps a list of the top 50 times for both men and women. And compiles every practice/workouts for the past 8 years, etc. Plus a lot of other sheets/forms/reports/.
I started a database and have one table for Athletes, one for MeetEntry. I also created a report for the meet entry to send to media. I then started working with relationships between different tables and became overwhelmed with how to best set up the entire database. I came up with a list of things and organized them into what I thought would be best suited for Tables vs. Forms vs. Queries vs. Reports. With the limited info, any ideas on setup would be appreciated. Maybe I just leave it in Excel and forget Access.
I think with the complexity, this is much better suited to my needs but it may be just a bit over my head. I do not know an VB so that is also an issue.
Suggestions
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Feb 26, 2013
How would I setup a hyperlink to a web page, from Access?
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Jun 7, 2013
I have recently created a database meant for managing inventory. I have started writing queries and building forms, and a lot of it is running smoothly, but I am having a few snags.
To give a brief background, I am currently designing a form in which a user will fill out when an incoming part comes into our company. The form NEEDS to ask the user for at least the PartNumber and the PONumber, but the way I have my relationships set up, I am not exactly sure how to design the forms (not the physical layout, but where the data goes). So when I have an incoming part, will I use the PartPOID to figure out which part number and PO number it is? I am not exactly sure how to make a form for the user that is not confusing.
Attached is a picture of my relationships and my database.
New Compressed (zipped) Folder.zip
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Sep 9, 2015
setup a data base in Access that collects information from the attached spreadsheet pictures from A1:FO26...Spreadsheet is macro enabled and updates automatically with data.have tried to setup Access data base but when Excel Tab updates it copies over the data that was last copied into Access.
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Mar 1, 2007
Hi
I would be glad of a little help.
I am creating a c ontracts database and need to keep trak of individual contractors figures.
I set up a contractor and allow the system to only issue orders to a contractor if there monthly balance doe not exceed 1/3 of their total monthly turn over.
My problem is in keeping track of the relevant figures and how I go about this?
Thanks in advance
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May 30, 2014
I currently have two e-mail accounts on my computer. One is my default e-mail address with my name on it. The other e-mail account is a generic account with the department name.
I have a database set up to generate and send e-mails to our technicians notifying them when an order they placed gets put on back order. This database could possibly send twenty or thirty e-mails out each time it is run. My manager has requested that the database send the e-mails from the generic e-mail account instead of the default account. That way, when the field replies to the e-mail, they won't bombard my account.
Is there a way to tell the database which e-mail account to send an e-mail from?
I am currently using the below module to send the e-mails:
Option Explicit
Dim appOutlook As Outlook.Application
Dim namespaceOutlook As Outlook.NameSpace
Sub Outlook_SendMail(sEmailAddr As String, sEmailSubj As String, sEmailBody As String, Optional sAttach1 As String, Optional sAttach2 As String)
[Code] ....
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Oct 8, 2012
I am trying to put together a database that tracks individual clients and what products they selected for a finance company. I have setup the CLIENTS list but because each client will have different (and multiple) services I wanted to add the SERVICES list as a separate item and then link each product to the individuals that each record relates to. There may also be two clients on the one product so again it would be ideal if the product (i.e a Home Loan product) was setup in the SERVICES list, and then I could link One or Two clients to that individual mortgage record using their data which is stored in the CLIENTS list.
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Jan 23, 2005
Hi,
I'm very new to Access, having used it for the first time today :)
I've got a database to write for a media database as a learning example and I've run into my first real problem...
I've got a table for users and I've got to allow users to be able to own one or more media types, e.g. CD, DVD, video, record, etc. Of these types, there are sub-categories for most of them. For example, a DVD may be a horror film, action film or music video, and a CD may be hip-hop, rock or blues, etc.
I thought I could have a reference data table containing a category ID and category value, together with a reference data category table which simply listed the categories. This would work fine if a user could only have one type of media but of course they can have several. So, I thought about having a "composite category" instead which would contain a category, whether it contained a sub-category and a sub-category ID. I'm trying to get my head round this and wondered if this must surely be a fairly common issue to solve. Does anyone know of any pointers or any examples I could do with looking at?
Sorry if I haven't explained it too well :o
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Oct 28, 2005
Okay here is my silly little issue, my boss decided to add sub categories, just when I get the database set-up.
Table 1
Category
Category_ID
Category_Name
Table 2
Sub_Category
SUb_Category_Name
Table 3
Contacts
Company
Contact
Adress
Ect Ect
I would like to be able to have each contact grouped by category, then sub category..but I am not sure how to get the relationship to work.
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Aug 9, 2006
Hi guys,
I am implementing a new database (Access 2000) for my company.
It contains contact details of a subscription base.
Four tables are present MEMBER, ORGANISATION, EVENTS and CATEGORY.
My problem is; people attend events, and i want to record this in the database. Each event has an event ID field, and an event description field.
When recording the events which people attend, i could just use the event ID field, but problem is that people can obviously attend more than one event..
Also;
People belong to a certain category
Again i have a category ID field, but people can belong to more than one category.
Any ideas on how to record this info??
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Jan 3, 2007
Hi,
I am working on a database to list all the inkjet cartridges we sell. Within the printer table, I want to list which category they are on our website. For example, Epson C20 Printer would be in Ink & Toner > Epson > Inkjet > Stylus C & CX Series.
I what some way to enter these in a number of fields, say Cat1, Cat2 etc. I havent a cluw what would be the best way to do this? Has anyone got any ideas? I am thinking about some kind of drill down but wouldnt know where to start on this. Any help would be gratefully received?
Cheers
J
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Apr 1, 2005
I'm wondering how to design an Access database with the same type of structure as "Yahoo Shopping!". The Yahoo site allows search for women's clothing or men's clothing or all clothing...please explain how the relationships are structured.
Is it just one category table with queries that display results of a search of multiple categories? How do I structure it in Access queries and forms?
Thank you!
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Oct 9, 2005
I want to run 10 big queries (append/update/delete) one after another.
If error happens before they all finish (if user press escape button) - I want
to discard all record changes made by any of those queryes. I suppose
begin/end transaction method is the right way to do that. Can you give
me an example of code?
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Oct 7, 2005
I'm not sure what to search for to figure this one out. My searches, so far, haven't helped me much.
I'm tracking transactions in a clinic. The amount due for the visit is calculated fine, but sometimes people don't pay right away. (And sometimes pay ahead, which will just be a negative amount due.) I need my transaction to not only show what's due from today's visit, but also to look at previous transactions of the same client and calculate what may still be due from before. Additionally, if I pull up an OLD record, I need it to show what WAS due on that date, not what's due today.
So, I know I need to refer to dates prior to the date on the form, regardless whether it's today's date (for a new visit) or a previous date (for a previous visit). That's what I'm confused about.
How do I refer to [txtDate] on THIS form and not confuse Access with [txtDate] on earlier forms?
Code like this:
SUM[blahblahblah] WHERE [txtDate] < [txtDate] surely won't work.
Does:
SUM[blahblahblah] WHERE [txtDate] < [Me].[txtDate] work?
Should this kind of calculation be in a query or in the Control Source itself, or somewhere else?
And do I need the square brackets or not?
Do I use '.' or '!'?
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Jan 20, 2005
Hi
I've built a contacts database which consists of one table containing contacts and services provided and a table with a list of categories, each has a PK autonumber id field. My problem is that individual contacts could fall into multiple categories, could somebody tell me how to do this.
Many Thanks
Anita
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