Good day,
I was wondering if anyone has any good design ideas for this form I have in Access 2007. The form uploads my PDF bank statements, auto-matches the vendor (i.e. McDonald s) to a vendor already in my database for a given transaction, does a few date and cost checks, and its up to me to double check the data (i.e fill in any vendor gaps it failed to match).
The form is getting busy, but it is near perfect how I have it. The additional feature I would like to add is a budget capability. I have a 'budget accounts' table which has budget accounts, i.e Gas, Food, Trips, and Spending Money. I would like to label each transaction with a budget account (i.e. McDonald = Food or = trips if i went there while on a trip). Now the easiest way in my mind is to label each vendor with the most likely budget account that would be applicable (i.e. McDonald's will most likely be 'Food'), and have the form auto select the budget account and have me double check and fill in the gaps like I do with the vendors.
The problem is the form is already busy, the new field creates more congestion issues. Does anyone have any better ideas? A link which shows the current layout (I xxx some things because I am paranoid) is:
http://tinypic.com/r/b4845y/7
I was thinking of having a second form pop up just for this budget work, but I can't come up with a good concept.
Any ideas?
Thank you
Kavy
I was wondering if anyone has any good design ideas for this form I have in Access 2007. The form uploads my PDF bank statements, auto-matches the vendor (i.e. McDonald s) to a vendor already in my database for a given transaction, does a few date and cost checks, and its up to me to double check the data (i.e fill in any vendor gaps it failed to match).
The form is getting busy, but it is near perfect how I have it. The additional feature I would like to add is a budget capability. I have a 'budget accounts' table which has budget accounts, i.e Gas, Food, Trips, and Spending Money. I would like to label each transaction with a budget account (i.e. McDonald = Food or = trips if i went there while on a trip). Now the easiest way in my mind is to label each vendor with the most likely budget account that would be applicable (i.e. McDonald's will most likely be 'Food'), and have the form auto select the budget account and have me double check and fill in the gaps like I do with the vendors.
The problem is the form is already busy, the new field creates more congestion issues. Does anyone have any better ideas? A link which shows the current layout (I xxx some things because I am paranoid) is:
http://tinypic.com/r/b4845y/7
I was thinking of having a second form pop up just for this budget work, but I can't come up with a good concept.
Any ideas?
Thank you
Kavy
