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Well, I suppose it could be a "tax entity" field: 0 = No tax, 1 = entity 1, etc. I could work with that. Could that be in the Account Directory, instead of the account type table?

No, I'm saying that as far as I know now: All ETF accounts are foreign taxed. Just because I think so, not positive. There may be non-ETF's with foreign tax. Money Market has nothing to do with whether or not it is an ETF, or has foreign tax. I don't know whether or not any non-ETF's will have...

I looked at what you did, and I think you don't understand, @mike60smart, ETF, Foreign tax, & Money Market are not mutually exclusive nor dependent on one another. They are individual independent binary states. As far as I can guess, every combination of the 3 (all 8 possibilities) are...

Good morning my appreciated Access Senseis, Well I have removed the complained-about fields. I can always easily add them in in the final build. Here's what I have now: Does this look good? I will start working on the forms and related queries. EDIT: fixed leading character case...

Does somebody have a recommendable larger checkbox than Access standard? (Link or text to google please.)

I will drop the debit & credit accounting transaction method request/specification. It was only for purposes of validation/error checking. I think that with the methods we will come up with it won't be necessary, and all I have to do anyway is reconcile it with the Broker's records.

THIS. Yes I like that option (2). I can simply ignore possible different cash accounts, all that matters is the cash balance dividends/interest accrued on them and I can treat them as if there are only one for the sake of simplicity, no problem. Actually, I was thinking flag for withdrawal...

Thank you @jdraw, that's exactly what I have been doing (exc. maybe that referenced thread). I've reviewed normalization and it's levels 1-4 (I forget at the moment where I did this). And @Pat Hartman, @plog, and @mike60smart have been very patient with me and helpful here, kudos for the help...

OK, I'll consider that if you tell me what I would do for my first transaction: Deposit $500 in cash acct. Would that be in tblStock?

What I am trying to do, above all else, is get a total Gain for total investments, each stock invested in, and be able to break that down into timeframes too. This is the real measure of how one does in investments. Gain is not just the price sold minus the cost of the shares, it's also the...

OK, I think it might help to show my actual transactions that I need to enter in this database, I will just edit the personal info out. Please remember, one of my goals is to also reduce the number of entries necessary for each transaction (obvious on my Broker's activity page) by nearby...

Do you think I should add a table for the core class active/inactive date & timestamps? I designed it this way because I don't see any reason to keep the date/timestamps past the last change for each of active/inactive. Each time one or the other is written, I don't think there's a reason not...

Please understand: sometimes I just add a field (EDIT: that I delete on the final version) to make troubleshooting and sleuthing easier. 1. Yes, I see your point and have corrected it, thank you. That was my confusion as a result of converting from a malformed database. Since each account has...

None. There are up to 4 accounts that get affected by each transaction, thus each record in the transaction table. Thus my earlier question on thread page 1 about how to do that in the forms. I'm trying very hard to avoid having to do multiple form submissions for each transaction, which can...

Yeah, I picked up on that, but not sure if you want me to do something with that info. Access did that automatically, so I'm assuming that's OK.

Yes, I did spend about 20 minutes looking at it, looked at the default form and one of the class modules. Tried the comboboxes. Nice to know you are still around should I have a great deal of difficulty understanding something. Again, Kudos @MajP (y)

I didn't know: when you try to create a second relationship between two tables, and the dialog box pops up saying "do you want to" edit the original relationship, you can still add another relationship. I previously just cancelled out of that, thinking that it was going to disallow one of the...

No Pat, I understand, it's just that nagging thing in my head because I know there's a much better way to do it. I use my extra work time to make improvements such as this to existing work db's. Probably will stick to MajP's solution from now on, I'm sure it's easier to troubleshoot. That...

Like you said, that's 'nifty.' I will try that after I get it working with combo boxes, after the otherwise final build. I am open to using comboboxes for the initial build(s). Thanx @MajP! Much appreciated. I will have to figure out how to use that at a later date.

I also have a version of that which searches as-you-type for INSTR() matches (without using that function, using "LIKE"), or as Access calls it: MID(). This search (pick list) method works on however many fields you choose, for instance Last, First, Nickname. Type any name, and you are...