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Along those lines it would in principle be; Where (Type = "Sales" And SaleDate Between Forms!yourform!StartDate And Forms!Yourform!EndDate) and for each equity returned from that query extract all records for that equity prior to the SalesDate of that equity. It is that part I am having...

My table (tblEqtyTrans) is a list of share transactions with records containing equity id and whether it was a Sell or Buy. I want to be able to extract all equity sales for a given date range, and all the transactions for that equity through time. In excel I would have 2 sort levels, the...

On my main form (fmTransactions) there is a tabbed control containing a variety of subforms. One of the subforms (sbfTransactions) is based on a query (qryTransByAmnt) . This query has two criterion referencing fmTransactions. One criteria is "only return transactions within 30 days of the date...

Thanks

Correct. The purpose of the database is the raw transactions from a CSV file are imported into tblImport and during this process an Account Number (read from tblAccounts) is assigned to each record. tblImport is viewed and records are selected via checkbox that are are to be imported into...

thanks

Thanks for your suggestions, I will look into. Just to explain the process, the data from the bank goes into tblImport. I select transactions records in this table via a checkbox and then import them into tblAccountTransactions, so this table contains all transactions from all accounts. I then...

When the database is split between front end and back end where do you create the relationships? In the front or back end?

I wanted to create a database that enable me to characterise bank transactions for tax purposes. The process is, get transactions from my various bank accounts into tblImport and then selectively add them to tblAccountTransactions. I then review each transaction and characterise is as say...

Thanks. I think I did something like that but not in the correct place. thanks again

Trying to learn more about Split Forms. Looking at the Northwind DB, Customer List form I notice that not all of the columns are displayed. Can someone explain how this was achieved. Thanks

I have a form based on tblImport. This table is related to tblAccounts. On the form I have a combo box that lists all the possible accounts that are within tblImport. I want to put a text box on the form that references the field "Balance" in tblAccounts that corresponds to the account chosen...

Thank you all, the Update query did exactly what was required. Access is amazing!

As I recall I originally wrote the query using this wizard. I was thinking along these lines but had no idea of how to go about it. I can work with this. Thanks for your help. Bit snowed under at the moment but will get back to it shortly and post results. thanks again.

I am using a query to compare 2 tables - lets say tblNewTransactions and tblTransactions where I am looking for records in the former that are not in the latter (because some definitely are). The outputted records have a checkbox field. The idea was to be able select each of the checkboxes of...

I am running a query that compares table A with table B and returns records in A that are not in B. There is a checkbox field in table A which I want to be able to check if it is returned in the unmatched records query. Unfortunately I cannot update the checkbox field in the query because, I...

Sorted and thanks for asking.:)

tblImport is created from a text file import and holds superfluous transactions that need to be weeded out - the balance of the transactions are appended to the tblAccountTransactions. Thanks for the pointer re memo fields. Fortunately it isn't.

Yes have used the unmatched query wizard without success. My mistake, the field Date is really TransactionDate. This is asking me for Parameter values for tblAccountTransactions.Description and tblAccountTransactions.Amount.

I would like to find all records in tblImport that does not have matching records in tblAccountTransactions. In both tables I have Amount, Date and Description. I need to use an AND statement in the criteria. That is, using all 3 fields (Amount AND Date AND Description) from tblImport find non...