Jump to content
Claris Engage 2025 - March 25-26 Austin Texas ×
The Claris Museum: The Vault of FileMaker Antiquities at Claris Engage 2025! ×

Do I need relationship, script or both?


This topic is 5558 days old. Please don't post here. Open a new topic instead.

Recommended Posts

Posted

I'm brand spanking new at FM and working on my first app which is to track my budget and expenses.

My db has two tables: Budget and Transactions.

In the Budget table I have the following fields:

Account Name; Account Type; Budgeted Amount; Current Balance; Difference; Budget Month

In the Transactions table I have the following fields:

Date; Description; Comment; Check Number; Amount; From Account; From Account Type; To Account; To Account Type

What I want to do is increment or decrement the Budget::Current Balance field for given Accounts when I enter a transaction.

In other words, I'll enter a transaction, say for 15 dollars, from the Cash account to the Eating Out account. In the Budget table, I want the current balance for Cash decremented by 15 dollars and the current balance for Eating Out incremented by 15 dollars.

I guess I need to do this by a script, but I'm not sure. And if so, would I need to build some relationships between the two tables?

Currently, the tables are related as follows:

Budget::Account Name -> Transactions::From Account

Budget 2::Account Name -> Transactions::To Account

I do this so that I can automatically enter From Account Type and To Account Type in the transactions table. I use these for various reports.

I hope I've made this clear. I'm not too sure about the terminology yet.

Any help would be greatly appreciated.

Thanks!

This topic is 5558 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.