Jet- Total devided into accounts

[Jet]

I am building a simple money tracker. Each month I deposit a total into an
investment account. This total represents the sum of various categories I am
saving money for. (Example, I deposit $100 and I want to associate $20 for
savings, $30 for clothing, and $50 for emergency.) I would like to have a
function that will take whatever total I deposit and automatically spread it
based on predetermined percentages to various sub-accounts I have created. I
have a table with 3 fields (Sub Account Name, Sub Account Description and Sub
Account percentage) and an other table that tracks the monthly deposits
(Sub-Account name, Monthly deposit amount). from this I can create the
reports to see balances, but I would like something easy that would keep me
from having to manually calculate/enter the amounts for each sub-account
every month.

Thank you in advance for your help

 

[Jeff Boyce]

Unless you are doing this as an exercise to learn MS Access, you might want
to look into picking up a commercial, off-the-shelf, personal money
management application (e.g., Intuit Quicken, Microsoft Money, ...).

Regards

Jeff Boyce
Microsoft Office/Access MVP

 

[Ryan]

From the way it looks like you have it set up, you don't really need to have
it calculate on entry because you only have one table the amount is getting
stored in. If you were going to take the amount and spread it across more
than one table, you would need it to seperate on entry. If I understand the
way you are doing this, all you need to do is build a query with both your
tables in it, and add 3 expressions.

SavingsTotal:If([Sub Account Name] = "Savings",[Monthly deposit amount] /
20%,0)
ClothingTotal:If([Sub Account Name] = "Clothing",[Monthly deposit amount ] /
30%,0)

Hope this helps.

 

[Stanley and Evelyn Lipkin]

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