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From: PLShelpME on 6 Mar 2010 23:20
I need help making a database to track all my financial account info.
I want to keep track of all my accounts payable and receivable.

I have already set up 2 tables.
1) The contact information for my accounts
2)The specific account information (Acct #, monthly payment amt, due dates,
current/delinquent credit reporting status, account type)

I still need a table for all the receipts I have, and a table for my job
incomes.

I want to be able to enter new information as needed, and also be able to
search through the information. Such as all the accounts that I have at one
place or all the accounts in a negative status... etc.

Is there anyone willing to create a template?

I have tried doing it on my own, but I cannot get past the tables.

I hit really bad financial times, and am starting to clear up my debts. The
database will be for my personal reference. PLEASE HELP ME... THANK YOU!
From: John... Visio MVP on 7 Mar 2010 00:06
Any reason why you did not try one of the commercially available packages
like Quicken? Unless there is something special in your needs it may not be
wise to try and reinvent the wheel.

These newsgroups are for free peer to peer help, you may get solicited by
someone offering to do it for a reasonable fee. Be careful. Thoroughly check
the individuals references. We have a pet troll who likes to offer
questionable work at unreasonable prices.

John... Visio MVP
"PLShelpME" <PLShelpME(a)discussions.microsoft.com> wrote in message
news:0AC65363-84A3-4211-AA58-319A53DB38AA(a)microsoft.com...
>I need help making a database to track all my financial account info.
> I want to keep track of all my accounts payable and receivable.
>
> I have already set up 2 tables.
> 1) The contact information for my accounts
> 2)The specific account information (Acct #, monthly payment amt, due
> dates,
> current/delinquent credit reporting status, account type)
>
> I still need a table for all the receipts I have, and a table for my job
> incomes.
>
> I want to be able to enter new information as needed, and also be able to
> search through the information. Such as all the accounts that I have at
> one
> place or all the accounts in a negative status... etc.
>
> Is there anyone willing to create a template?
>
> I have tried doing it on my own, but I cannot get past the tables.
>
> I hit really bad financial times, and am starting to clear up my debts.
> The
> database will be for my personal reference. PLEASE HELP ME... THANK YOU!


From: PLShelpME on 7 Mar 2010 04:15
I didn't try an accounting program because I do not have one... but maybe
soon I can get one.

I do have Access 2007, and I can do all the tables.
I just can't figure out how to make the forms and queries so I can search
for specific or certain details.
I also want to include the credit agency reporting status and other
information that probably won't be in an accounting program, like maybe
assets related to the accounts.

I'm a really fast learner, but I just get lost with all the codes in the
tutorials & trainings. If anyone can show or explain it to me... I'd be MORE
THAN happy to do it myself.

Thanks for the tip about the "helpers"


THANKS AGAIN!

"John... Visio MVP" wrote:

> Any reason why you did not try one of the commercially available packages
> like Quicken? Unless there is something special in your needs it may not be
> wise to try and reinvent the wheel.
>
> These newsgroups are for free peer to peer help, you may get solicited by
> someone offering to do it for a reasonable fee. Be careful. Thoroughly check
> the individuals references. We have a pet troll who likes to offer
> questionable work at unreasonable prices.
>
> John... Visio MVP
> "PLShelpME" <PLShelpME(a)discussions.microsoft.com> wrote in message
> news:0AC65363-84A3-4211-AA58-319A53DB38AA(a)microsoft.com...
> >I need help making a database to track all my financial account info.
> > I want to keep track of all my accounts payable and receivable.
> >
> > I have already set up 2 tables.
> > 1) The contact information for my accounts
> > 2)The specific account information (Acct #, monthly payment amt, due
> > dates,
> > current/delinquent credit reporting status, account type)
> >
> > I still need a table for all the receipts I have, and a table for my job
> > incomes.
> >
> > I want to be able to enter new information as needed, and also be able to
> > search through the information. Such as all the accounts that I have at
> > one
> > place or all the accounts in a negative status... etc.
> >
> > Is there anyone willing to create a template?
> >
> > I have tried doing it on my own, but I cannot get past the tables.
> >
> > I hit really bad financial times, and am starting to clear up my debts.
> > The
> > database will be for my personal reference. PLEASE HELP ME... THANK YOU!
>
>
> .
>
From: PLShelpME on 7 Mar 2010 04:24
Also, I don't need it to do any calculations
From: Jeff Boyce on 7 Mar 2010 10:32
You posted this same request in another newsgroup. Not only does this
require you to look in multiple places to see if you have an answer, it
causes those folks here in the groups to 'step on' each other's work, not
realizing that your question was already answered.

If you feel you must post to more than one group (rarely necessary), put all
the groups in the To: or News Server: field. That way, an answer in one
shows up in all.

--

Regards

Jeff Boyce
Microsoft Access MVP

Disclaimer: This author may have received products and services mentioned in
this post. Mention and/or description of a product or service herein does
not constitute endorsement thereof.

Any code or pseudocode included in this post is offered "as is", with no
guarantee as to suitability.

You can thank the FTC of the USA for making this disclaimer
possible/necessary.

"PLShelpME" <PLShelpME(a)discussions.microsoft.com> wrote in message
news:0AC65363-84A3-4211-AA58-319A53DB38AA(a)microsoft.com...
>I need help making a database to track all my financial account info.
> I want to keep track of all my accounts payable and receivable.
>
> I have already set up 2 tables.
> 1) The contact information for my accounts
> 2)The specific account information (Acct #, monthly payment amt, due
> dates,
> current/delinquent credit reporting status, account type)
>
> I still need a table for all the receipts I have, and a table for my job
> incomes.
>
> I want to be able to enter new information as needed, and also be able to
> search through the information. Such as all the accounts that I have at
> one
> place or all the accounts in a negative status... etc.
>
> Is there anyone willing to create a template?
>
> I have tried doing it on my own, but I cannot get past the tables.
>
> I hit really bad financial times, and am starting to clear up my debts.
> The
> database will be for my personal reference. PLEASE HELP ME... THANK YOU!


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