Compare budget to actual figures in a account

  • Thread starter Thread starter Albert
  • Start date Start date
A

Albert

Hi Guys,

I have drawn a blank. Please help?

I have a table which affectively are all items from my bank statement.

I would like to then to compare my budget against the actual but I have my
budget setup in a cross tab table (categories in the rows and months in the
columns)

How can I set the database so that I can query the sum of categories bewteen
2 dates and the comapre it to the budgeted figues corresponding to the dates?

Thanks
Albert
 
You would need to normalize your budget data into a structure that like
Category (text field?)
PeriodStart (Date field) first of month
PeriodEnd (Date Field) End of month
Amount (Currency field)

Are there multiple years involved in the actual and in the budget tables or
just one year?


John Spencer
Access MVP 2002-2005, 2007-2009
The Hilltop Institute
University of Maryland Baltimore County
 
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