monsnow Posted September 29, 2010 Posted September 29, 2010 I have created a single table (will add more) with fields such as 'food' 'household' 'insurance' etc. About 30 fields to track expenses. I have entered in a years worth of data and now trying to report it. each record is identified by payee and date, and than a payee might be divided into several fields. I would like any ideas on how best to present the data. I have played around with summary fields and parts, but by no means a master. Appreciate advice or a point in the right direction! Thanks, Michael
comment Posted September 29, 2010 Posted September 29, 2010 IIUC, you have created a "spreadsheet" table with 30 columns, and each expense amount is listed in a specific column? If so, I'm afraid that's not a very good starting point. You should have one field for the amount, and one field for the category. Then reporting becomes very easy.
monsnow Posted September 30, 2010 Author Posted September 30, 2010 Thanks - appreciate your time, I may have approached this incorrectly, that is what I want to learn. I attached a couple of screenshots hoping that will best explain what I have. The layout is at a very basic level for data entry, to be improved as skill set increases...
comment Posted September 30, 2010 Posted September 30, 2010 Your layout doesn't tell me much, but the field list is as I suspected. All those fields like 'Groceries', 'Utilities', 'Medical' etc. should be entered as VALUES in a single Category field.
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