Analysis on Budget

A

acss

I have an annual budget in which monthly expenses are compared and i would
like to use access but not sure where to begin. I have general knowledge and
set up tables for customers, invoices and accounts but should i create a
table and fill in my budget amounts as part of the design? Any suggestions
would be appreciated.
 
P

pietlinden

I have an annual budget in which monthly expenses are compared and i would
like to use access but not sure where to begin. I have general knowledge and
set up tables for customers, invoices and accounts but should i create a
table and fill in my budget amounts as part of the design? Any suggestions
would be appreciated.
Click to expand...

Budgets have categories, and categories have items. Items have costs/
budget amounts. So our amounts would go into the BudgetItems table...

Budget---(1,M)---BudgetCategory---(1,M)---BudgetItem---(1,M)---Expense

But then since QuickBooks Pro is only $400, why would you do this the
hard way?
 
A

acss

Thank you but i would rather utilize access instead of a prebuilt
application. I can create the table to be included though i need to know if i
would prefill this table up with the budget numbers so later on i can apply
comparisons such as forecasting tools in excell.Can access do this?
 
P

pietlinden

Thank you but i would rather utilize access instead of a prebuilt
application. I can create the table to be included though i need to know if i
would prefill this table up with the budget numbers so later on i can apply
comparisons such as forecasting tools in excell.Can access do this?
Click to expand...

Sure. You can create a query in Excel to pull just the data you want
from the database and then use a template to run canned reports or
analyses.
 
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