J
Joe Williams
I am designing a simple bank account and transaction register for a senior
living community that tracks the resident's personal spending accounts. I am
building this off of an existing access application.
I simply added a field called "AccountBalance" to thier existing resident
record and then created a transaction table that stores transaction date,
residentID, transactionType (Withdrawal, Deposit), TransactionAmount, and
TransactionBalance (Balance after transaction).
I then created a form to enter the transaction. The form's data source is a
query that joins the transaction table with the resident table. This way
when they enter a transaction I can have access to both the transaction
fields as well as the account balance field in the main resident table.
So, when the user enters the transaction information into the form and
clicks the SAVE button, the form saves the transaction record and also
updates the account balance field from the main table.
My questions are as follows:
1) From a database design perspective, am I missing anything in regards to
the transaction table and also storing the account balance on the resident
record?
2) Is it technically ok to have the transaction form's datasource be a join
with the resident record so I can update the account balance or should I be
doing some other method (updating balance via VBA or other type of query?)
3) When entering a transacation, if the user bails out of the form by
clicking the X in the upper right hand corner, it still saves the record.
How can I make it so that the record is only saved if they click the SAVE
button I have placed on the form?
Thank you in advance for your help
joe
living community that tracks the resident's personal spending accounts. I am
building this off of an existing access application.
I simply added a field called "AccountBalance" to thier existing resident
record and then created a transaction table that stores transaction date,
residentID, transactionType (Withdrawal, Deposit), TransactionAmount, and
TransactionBalance (Balance after transaction).
I then created a form to enter the transaction. The form's data source is a
query that joins the transaction table with the resident table. This way
when they enter a transaction I can have access to both the transaction
fields as well as the account balance field in the main resident table.
So, when the user enters the transaction information into the form and
clicks the SAVE button, the form saves the transaction record and also
updates the account balance field from the main table.
My questions are as follows:
1) From a database design perspective, am I missing anything in regards to
the transaction table and also storing the account balance on the resident
record?
2) Is it technically ok to have the transaction form's datasource be a join
with the resident record so I can update the account balance or should I be
doing some other method (updating balance via VBA or other type of query?)
3) When entering a transacation, if the user bails out of the form by
clicking the X in the upper right hand corner, it still saves the record.
How can I make it so that the record is only saved if they click the SAVE
button I have placed on the form?
Thank you in advance for your help
joe