Hello,
I have made an accounting database, main table is called accounts, it is simple and has the normal stuff on there, including date, payment type (combo), accounting code(combo), description, and amount.
I would like now to be able to input a budget for each accounting code (17 groups in total) for each month, then somehow compare the budget Vs the amount spent for that particular month in the accounts table. Then to present this data in a graph on a report.
I'm a little unsure where to start really, I was thinking of a budget table with columns MonthStartDate, then each accounting code (127 in total, 1.01, 1.02, 1.03, 2.01, 2.02, 3.01, 4.01, 4.02...etc I notice I can't use the .dot which is unfortunate but can live with it) as the other columns, I would then have one record per month for the budget.
I would then have to create a query for each accounting group (17) which totals up the budget for that group for each month over a years period and compares it to the equivalent data for that month from the accounts table.
Sounds simple but not so sure it is, any advise before I attempt would be greatly appreciated!!
Thanks in advance!!
I have made an accounting database, main table is called accounts, it is simple and has the normal stuff on there, including date, payment type (combo), accounting code(combo), description, and amount.
I would like now to be able to input a budget for each accounting code (17 groups in total) for each month, then somehow compare the budget Vs the amount spent for that particular month in the accounts table. Then to present this data in a graph on a report.
I'm a little unsure where to start really, I was thinking of a budget table with columns MonthStartDate, then each accounting code (127 in total, 1.01, 1.02, 1.03, 2.01, 2.02, 3.01, 4.01, 4.02...etc I notice I can't use the .dot which is unfortunate but can live with it) as the other columns, I would then have one record per month for the budget.
I would then have to create a query for each accounting group (17) which totals up the budget for that group for each month over a years period and compares it to the equivalent data for that month from the accounts table.
Sounds simple but not so sure it is, any advise before I attempt would be greatly appreciated!!
Thanks in advance!!