Q Re: Creating Checking Acct. Registry

  • Thread starter Thread starter Jan Il
  • Start date Start date
J

Jan Il

Hi all - Access 2002 XP - Windows ME

I am trying to set up a checking account registry db. At the moment I have
tree tables, but, not sure if this is really the right way. Perhaps I only
need one table to do what I need.

Table No. 1 consists of:

CheckID (PK) - Autonumber)
CheckNo
ActionDate
TransactionDesc
CheckAmt
DepositAmt

Table No. 2 consists of:

AccountID (PK - Autonumber)
CheckNo
AccountType (money paid to, or income received from)

They are set to a one-to-many relationship. A query is to calculate the
current balance to display in the related form, and ultimate report.

I am not sure if this is the right structure, or, since the information is
not that extensive, if it should be put into one table. The db will only be
tracking the checking account records. Money in, money out, paid to, what
for, and what the current balance is. I looked for a template or existing
setup for this, but, all I found were 'way' too extensive for what I need to
do.

I have a data entry form to record the information, and one to filter the
information by specific dates will be created. But, while things are still
in the setup stage, I wanted to just double check if I am on the right path
here or not. I am not sure if I need a select or update query, so, how I set
up the tables may influence that part too.

I would truly appreciate any information or suggestions. This is my first
attempt at this type of function, so, I don't now just how many tables I
need to get the right results and tracking.

Best regards,
Jan :)
 
Hi John!
-----Original Message-----
ummm... is this for an exercise, or for actual use? Given the
availability of Microsoft Money, Quicken, Peachtree and the other
excellent financial programs, it seems shortsighted to spend many
hours developing a so-so program when you can buy a good one for
$49.95!
Click to expand...

No..this is not an exercise, it's for real use. <g>
Actually, I've had more than plenty of mental exercise
since my upgrade to Office 2002 XP Pro two weeks ago to
last for many years.

I know there are many other programs on the market that
can easily do this, and I have looked into them. Mainly
because, I just suddenly lost access to my My Money 2000
program that I had been using for the past 2+ years. It
just won't open. I have spent days going the full route of
all the newsgroups recommended and support. But, it is no
use, so now I have to start all over again.

Perhaps it may seem shortsighted on my part not to just
get one of those programs, however, I figured I already
have Access, it is now finally working fairly suitable,
and all I need is to record checks and deposits and get a
balance. Should be simple and straight forward enough.
And, at least if I upgrade Access again, so goes the check
register, and I don't have to worry about losing access to
another program that provides so little support again. I
don't mind the time to create such a little db, and being
a novice, well..the education can't hurt. :-)

Thank you for your time and suggestions to assist with
this issue. I truly appreciate it.

Regards,
Jan :)
Click to expand...
 
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