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The top form is the Broker header subform. It works off the default broker (Broker table), depending on the setting of the default Broker in the database default settings table. The other subform is the cash account, which is also set by the Broker table, according to the default broker. I yet...

In other forms, when adding a record, when I put in one value in any field, and close the form, it saves. I don't know how to stop that save. In the past, I have made the form work entirely in vba recordset to mitigate this. I am looking for the ability to abort the use of the form altogether...

Thank you for your time @Pat Hartman , that means no I can't use the before update event for my purpose. Perhaps I should rephrase. I have the following form: and it is a "single form" with record selectors, you can either edit or add transactions. However, there are rules about what is...

Pardon me if I'm asking a question that is too basic or popular, but I am having trouble Googling it as there are too many non-relevant hits: Does the Form 'before update' event fire before a record is added, e.g. can you use that event for some VBA validation of combinations of field settings...

I'm trying to decide whether to include my "cash transactions" (deposits/withdrawals) in my (securities/main) transaction form. Cash transactions are the only transactions that don't both add an amount in one account, and subtract from another. It might be tricky to adjust the (securities/main)...

Hello guys, I've done some forms and accounts, working on building up to my first entry, haven't finished my transaction form yet, and considering using a separate form for my cash deposits/withdrawals. I've added a 'Cash account' field to my transactions table, due to the need, and when I went...

Thank you for that @LarryE :) That's a bit more complicated than I want to get. I keep my retirement portfolio separate. This is just for my stock market forays. I may at some time put some money from this coffer into a mutual fund, and that's why I need it in the account types. But as far as I...

Oh thank God (not literally). I was just doing it because plog showed it. I will remove them.

Yeah, there is a "Domestic" (default) entry in the tax entity table. TY :) Also, I think it would probably be on my Income tax return, not in these transactions.

OK, thank you @Pat Hartman . That said, I feel more comfortable with the fields in the transaction table, I feel more confident that I will be able to do what I want with less complications/complexity. Like you said, not making millions of records here (probably just a few hundred in my...

Thank you @LarryE . The answer is no, only one.

So, if I keep the tables separate, will I need to use subforms on my master form for the tax & fees? Or a single query that accomplishes the same end result? I don't want to make a new record on each one of these every time a new transaction is entered, just whenever the transaction has a tax or...

They are separate transactions by the report from the broker. But I don't want to keep them that way, and I want to enter them simultaneously (on 1 master form). It is not, per se. There is a need, in showing statistics, to link the fees to the account (for a total or period total), not the...

HI Pat, This is not like retail sales where every purchase has a domestic tax except for exempt mdse. That said, the tax in question is levied by the home government of the account institution (generally either a Corporation or a fund institution which may or may not be non-profit). So far, I...

Table references fixed, and added the "Entity table." Moved the 'tax entity' field to the account directory:

Whoops, I just seen a mistake in table reference links to the Tax table and the Fees table. I will fix...

The problem with combining the cash entries into one table, as far as I know, is that it may necessitate multiple entries for one transaction. One of my original specifications was that I wanted to eliminate multiple entries per transaction. As I believe I stated before, one transaction may or...

OK, I think I've done that, but not sure if I should carry this further to combine the tax & fee tables and the cash amount in the transaction table, into a single currency table, and an 'entry type' table to describe whether or not the entry is Tax, Fee, sale, or purchase. Here's what I have...

One more thing: Why have these 3 fields: tt_ID, autonumber, primary key; or is this just one in the same field, fully described? Please clarify. Thank you.

OK, now I think I understand what plog was trying to convey, that's exactly it. All these are really descriptors of the transaction type, and your answer is definitely no, they were there for me to use to either poll for the working of my forms, and/or to quickly see myself what the transaction...