Perpetual due dates

Hi all, Access 2007, Vista Ultimate

I am setting up a monthly budget and need to address a few areas that I have
not quite figured out, and hoping I can get some advise.

1. I have monthly expenses such as rent/gas/elec/storage/etc., each with
their own due date each month. I have a separate Table for Creditors,
should I add a DueDate field to his table?

2. I have an entry form to record the bills for each when recieved each
month and the amount due. I only want to be able to enter the current
amount due for each billing, but, not sure if I need a separate table for
BillsPd, or some other name.

3. I want to be able to have a popup prompt that will come up as soon as the
db is opened within 7 days prior to the due date of each bill, so as to be
sure that the bill is not overlooked, so this would mean it would have to
look up the due date for that creditor and determine the date needed for the
prompt. Never done this before, so not sure how to set that up.

As I am in the planning stages of such at the moment, I would truly
appreciate any suggestions as to how to accomplish the end results, if
possible. I have yet to find anything, over the many years I have used
Access, that I have wanted/needed to do with this program that it has not
been capable of doing with the help of the expertise and talent of the
people who help in these groups. :-)

Jan

Consider the following tables ....
TblCreditor
CreditorID
CreditorName
Creditor contact fields

TblExpense
ExpenseID
Expense 'rent/gas/elec/storage/etc
CreditorID

TblExpenseBill
ExpenseBillID
ExpenseID
DateReceived
AmountDue
DueDate
DatePaid

For 3 you need a query that includes all three tables and the following
fields:
CreditorName
Expense
DateReceived
AmountDue
DueDate
DatePaid

Put the following criteria in the DueDate field:
=Date() + 7

Put the following criteria in the DatePaid field:
Is Null

This criteria will give you all bills that have not been paid and where the
due date is 7 or less days after today's date.

Now you need to create a continuous form based on this query that will list
those bills if any that need immediate attention. You can make this the
startup form or if you have a startup form already, you can put code in the
open event that opens the "Bills" form in acDialog mode.

Steve

"Jan " wrote in message
...
Hi all, Access 2007, Vista Ultimate

I am setting up a monthly budget and need to address a few areas that I
have not quite figured out, and hoping I can get some advise.

1. I have monthly expenses such as rent/gas/elec/storage/etc., each with
their own due date each month. I have a separate Table for Creditors,
should I add a DueDate field to his table?

2. I have an entry form to record the bills for each when recieved each
month and the amount due. I only want to be able to enter the current
amount due for each billing, but, not sure if I need a separate table for
BillsPd, or some other name.

3. I want to be able to have a popup prompt that will come up as soon as
the db is opened within 7 days prior to the due date of each bill, so as
to be sure that the bill is not overlooked, so this would mean it would
have to look up the due date for that creditor and determine the date
needed for the prompt. Never done this before, so not sure how to set
that up.

As I am in the planning stages of such at the moment, I would truly
appreciate any suggestions as to how to accomplish the end results, if
possible. I have yet to find anything, over the many years I have used
Access, that I have wanted/needed to do with this program that it has not
been capable of doing with the help of the expertise and talent of the
people who help in these groups. :-)

Jan

On Sun, 13 Jul 2008 14:50:32 -0400, "Jan :\)" wrote:

Hi all, Access 2007, Vista Ultimate

I am setting up a monthly budget and need to address a few areas that I have
not quite figured out, and hoping I can get some advise.

1. I have monthly expenses such as rent/gas/elec/storage/etc., each with
their own due date each month. I have a separate Table for Creditors,
should I add a DueDate field to his table?

2. I have an entry form to record the bills for each when recieved each
month and the amount due. I only want to be able to enter the current
amount due for each billing, but, not sure if I need a separate table for
BillsPd, or some other name.

3. I want to be able to have a popup prompt that will come up as soon as the
db is opened within 7 days prior to the due date of each bill, so as to be
sure that the bill is not overlooked, so this would mean it would have to
look up the due date for that creditor and determine the date needed for the
prompt. Never done this before, so not sure how to set that up.

As I am in the planning stages of such at the moment, I would truly
appreciate any suggestions as to how to accomplish the end results, if
possible. I have yet to find anything, over the many years I have used
Access, that I have wanted/needed to do with this program that it has not
been capable of doing with the help of the expertise and talent of the
people who help in these groups. :-)

Jan



I would REALLY, REALLY suggest that you not reinvent this particular wheel (or
to be more exact, this particular automobile). You can get Microsoft Money, or
Quicken, or Peachtree for a tiny fraction of the cost of reinventing such an
application yourself, and any of these programs does what you ask and much
more, with many programmer-years of development already invested.
--

John W. Vinson [MVP]

"Steve" schreef in bericht m...
Consider the following tables ....
TblCreditor
CreditorID
CreditorName
Creditor contact fields

TblExpense
ExpenseID
Expense 'rent/gas/elec/storage/etc
CreditorID

TblExpenseBill
ExpenseBillID
ExpenseID
DateReceived
AmountDue
DueDate
DatePaid

For 3 you need a query that includes all three tables and the following
fields:
CreditorName
Expense
DateReceived
AmountDue
DueDate
DatePaid

Put the following criteria in the DueDate field:
=Date() + 7

Put the following criteria in the DatePaid field:
Is Null

This criteria will give you all bills that have not been paid and where the
due date is 7 or less days after today's date.

Now you need to create a continuous form based on this query that will list
those bills if any that need immediate attention. You can make this the
startup form or if you have a startup form already, you can put code in the
open event that opens the "Bills" form in acDialog mode.

Steve


--
Hey Steve!! We don't need you here !!
Hey Steve!! We don't want you here !!

This is to inform 'newbees' here about PCD' Steve:
http://home.tiscali.nl/arracom/whoissteve.html (updated, mainly the 'abuse-reporting' page...)
Until now 6000+ pageloads, 4000+ first-time visitors
(these figures are real and rapidly increasing)

Why is this ???
Because Steve is the ONLY person here who continues to advertise in the groups.

It is not relevant whether he advertised in *this* particular post or not...
== We want him to know that these groups are *not* his private hunting grounds!

For those who don't like too see all these messages:
== Simply killfile 'StopThisAdvertising'.
Newbees will still see this warning-message.

ArnoR

"John W. Vinson" wrote in message
...
On Sun, 13 Jul 2008 14:50:32 -0400, "Jan :\)"
wrote:

Hi all, Access 2007, Vista Ultimate

I am setting up a monthly budget and need to address a few areas that I
have
not quite figured out, and hoping I can get some advise.

1. I have monthly expenses such as rent/gas/elec/storage/etc., each with
their own due date each month. I have a separate Table for Creditors,
should I add a DueDate field to his table?

2. I have an entry form to record the bills for each when recieved each
month and the amount due. I only want to be able to enter the current
amount due for each billing, but, not sure if I need a separate table for
BillsPd, or some other name.

3. I want to be able to have a popup prompt that will come up as soon as
the
db is opened within 7 days prior to the due date of each bill, so as to be
sure that the bill is not overlooked, so this would mean it would have to
look up the due date for that creditor and determine the date needed for
the
prompt. Never done this before, so not sure how to set that up.

As I am in the planning stages of such at the moment, I would truly
appreciate any suggestions as to how to accomplish the end results, if
possible. I have yet to find anything, over the many years I have used
Access, that I have wanted/needed to do with this program that it has not
been capable of doing with the help of the expertise and talent of the
people who help in these groups. :-)

Jan



I would REALLY, REALLY suggest that you not reinvent this particular wheel
(or
to be more exact, this particular automobile). You can get Microsoft
Money, or
Quicken, or Peachtree for a tiny fraction of the cost of reinventing such
an
application yourself, and any of these programs does what you ask and much
more, with many programmer-years of development already invested.

Thanks, John. I'll take at look at these. I just didn't see the point in
buying a bank to cash a $5.00 check. Some of the ready-made products are too
inflaxible for and geared more for business than home use. But, I will look
in to the ones you suggest.

Thank you for your time and suggestions, much appreciated.

Jan

--

John W. Vinson [MVP]

Thanks, Steve.

Jan

"Steve" wrote in message
m...
Consider the following tables ....
TblCreditor
CreditorID
CreditorName
Creditor contact fields

TblExpense
ExpenseID
Expense 'rent/gas/elec/storage/etc
CreditorID

TblExpenseBill
ExpenseBillID
ExpenseID
DateReceived
AmountDue
DueDate
DatePaid

For 3 you need a query that includes all three tables and the following
fields:
CreditorName
Expense
DateReceived
AmountDue
DueDate
DatePaid

Put the following criteria in the DueDate field:
=Date() + 7

Put the following criteria in the DatePaid field:
Is Null

This criteria will give you all bills that have not been paid and where
the due date is 7 or less days after today's date.

Now you need to create a continuous form based on this query that will
list those bills if any that need immediate attention. You can make this
the startup form or if you have a startup form already, you can put code
in the open event that opens the "Bills" form in acDialog mode.

Steve

"Jan " wrote in message
...
Hi all, Access 2007, Vista Ultimate

I am setting up a monthly budget and need to address a few areas that I
have not quite figured out, and hoping I can get some advise.

1. I have monthly expenses such as rent/gas/elec/storage/etc., each with
their own due date each month. I have a separate Table for Creditors,
should I add a DueDate field to his table?

2. I have an entry form to record the bills for each when recieved each
month and the amount due. I only want to be able to enter the current
amount due for each billing, but, not sure if I need a separate table for
BillsPd, or some other name.

3. I want to be able to have a popup prompt that will come up as soon as
the db is opened within 7 days prior to the due date of each bill, so as
to be sure that the bill is not overlooked, so this would mean it would
have to look up the due date for that creditor and determine the date
needed for the prompt. Never done this before, so not sure how to set
that up.

As I am in the planning stages of such at the moment, I would truly
appreciate any suggestions as to how to accomplish the end results, if
possible. I have yet to find anything, over the many years I have used
Access, that I have wanted/needed to do with this program that it has not
been capable of doing with the help of the expertise and talent of the
people who help in these groups. :-)

Jan

Actually, both Quicken and Microsoft Money are aimed at managing personal
accounts. They both offer business level applications, but that isn't what
you want.

I am with John on this one.

I have been using Quicken for my checking account an billpaying for over 10
years and am very happy with it.

Everything you describe can be done and much more, but just because a
feature is there doesn't mean you have to use it.

The think I like most about Quicken is it has the most intuitive data entery
UI I have ever encountered.

--
Dave Hargis, Microsoft Access MVP


"Jan " wrote:


"John W. Vinson" wrote in message
...
On Sun, 13 Jul 2008 14:50:32 -0400, "Jan :\)"
wrote:

Hi all, Access 2007, Vista Ultimate

I am setting up a monthly budget and need to address a few areas that I
have
not quite figured out, and hoping I can get some advise.

1. I have monthly expenses such as rent/gas/elec/storage/etc., each with
their own due date each month. I have a separate Table for Creditors,
should I add a DueDate field to his table?

2. I have an entry form to record the bills for each when recieved each
month and the amount due. I only want to be able to enter the current
amount due for each billing, but, not sure if I need a separate table for
BillsPd, or some other name.

3. I want to be able to have a popup prompt that will come up as soon as
the
db is opened within 7 days prior to the due date of each bill, so as to be
sure that the bill is not overlooked, so this would mean it would have to
look up the due date for that creditor and determine the date needed for
the
prompt. Never done this before, so not sure how to set that up.

As I am in the planning stages of such at the moment, I would truly
appreciate any suggestions as to how to accomplish the end results, if
possible. I have yet to find anything, over the many years I have used
Access, that I have wanted/needed to do with this program that it has not
been capable of doing with the help of the expertise and talent of the
people who help in these groups. :-)

Jan



I would REALLY, REALLY suggest that you not reinvent this particular wheel
(or
to be more exact, this particular automobile). You can get Microsoft
Money, or
Quicken, or Peachtree for a tiny fraction of the cost of reinventing such
an
application yourself, and any of these programs does what you ask and much
more, with many programmer-years of development already invested.

Thanks, John. I'll take at look at these. I just didn't see the point in
buying a bank to cash a $5.00 check. Some of the ready-made products are too
inflaxible for and geared more for business than home use. But, I will look
in to the ones you suggest.

Thank you for your time and suggestions, much appreciated.

Jan

--

John W. Vinson [MVP]

"Klatuu" wrote in message
news
Actually, both Quicken and Microsoft Money are aimed at managing personal
accounts. They both offer business level applications, but that isn't
what
you want.

I am with John on this one.

I have been using Quicken for my checking account an billpaying for over
10
years and am very happy with it.

Everything you describe can be done and much more, but just because a
feature is there doesn't mean you have to use it.

The think I like most about Quicken is it has the most intuitive data
entery
UI I have ever encountered.

Thank you for the confirmation on the Quicken....I will look at that and see
how it works for me. I only have 5 creditors that I need to deal with for a
joint account. We alternate paying the expenses, and the other party is not
really that up to snuff in doing the entry stuff, so I *really* need to keep
it simple. I thought that by doing it in Access I could create a custom
user part that is super simple, and get it to do all the heavy lifting in
the background, otherwise, they may not want to use it, and I am not always
available to do the entry for the incoming bills and monthly payments.

Thank you very much for your time and help, it is much appreciated. :-)

Jan

--
Dave Hargis, Microsoft Access MVP


"Jan " wrote:


"John W. Vinson" wrote in message
...
On Sun, 13 Jul 2008 14:50:32 -0400, "Jan :\)"
wrote:

Hi all, Access 2007, Vista Ultimate

I am setting up a monthly budget and need to address a few areas that I
have
not quite figured out, and hoping I can get some advise.

1. I have monthly expenses such as rent/gas/elec/storage/etc., each
with
their own due date each month. I have a separate Table for Creditors,
should I add a DueDate field to his table?

2. I have an entry form to record the bills for each when recieved each
month and the amount due. I only want to be able to enter the current
amount due for each billing, but, not sure if I need a separate table
for
BillsPd, or some other name.

3. I want to be able to have a popup prompt that will come up as soon
as
the
db is opened within 7 days prior to the due date of each bill, so as to
be
sure that the bill is not overlooked, so this would mean it would have
to
look up the due date for that creditor and determine the date needed
for
the
prompt. Never done this before, so not sure how to set that up.

As I am in the planning stages of such at the moment, I would truly
appreciate any suggestions as to how to accomplish the end results, if
possible. I have yet to find anything, over the many years I have used
Access, that I have wanted/needed to do with this program that it has
not
been capable of doing with the help of the expertise and talent of the
people who help in these groups. :-)

Jan



I would REALLY, REALLY suggest that you not reinvent this particular
wheel
(or
to be more exact, this particular automobile). You can get Microsoft
Money, or
Quicken, or Peachtree for a tiny fraction of the cost of reinventing
such
an
application yourself, and any of these programs does what you ask and
much
more, with many programmer-years of development already invested.

Thanks, John. I'll take at look at these. I just didn't see the point
in
buying a bank to cash a $5.00 check. Some of the ready-made products are
too
inflaxible for and geared more for business than home use. But, I will
look
in to the ones you suggest.

Thank you for your time and suggestions, much appreciated.

Jan

--

John W. Vinson [MVP]

Jan,

You also might want to look at past due bills!!!

Make a copy of your previous query and put the following criteria in the
DueDate field:
Date()

Make a copy of your form and use this query as the recordsource to get a
list of past due bills.

Steve


"Jan " wrote in message
...
Thanks, Steve.

Jan

"Steve" wrote in message
m...
Consider the following tables ....
TblCreditor
CreditorID
CreditorName
Creditor contact fields

TblExpense
ExpenseID
Expense 'rent/gas/elec/storage/etc
CreditorID

TblExpenseBill
ExpenseBillID
ExpenseID
DateReceived
AmountDue
DueDate
DatePaid

For 3 you need a query that includes all three tables and the following
fields:
CreditorName
Expense
DateReceived
AmountDue
DueDate
DatePaid

Put the following criteria in the DueDate field:
=Date() + 7

Put the following criteria in the DatePaid field:
Is Null

This criteria will give you all bills that have not been paid and where
the due date is 7 or less days after today's date.

Now you need to create a continuous form based on this query that will
list those bills if any that need immediate attention. You can make this
the startup form or if you have a startup form already, you can put code
in the open event that opens the "Bills" form in acDialog mode.

Steve

"Jan " wrote in message
...
Hi all, Access 2007, Vista Ultimate

I am setting up a monthly budget and need to address a few areas that I
have not quite figured out, and hoping I can get some advise.

1. I have monthly expenses such as rent/gas/elec/storage/etc., each with
their own due date each month. I have a separate Table for Creditors,
should I add a DueDate field to his table?

2. I have an entry form to record the bills for each when recieved each
month and the amount due. I only want to be able to enter the current
amount due for each billing, but, not sure if I need a separate table
for BillsPd, or some other name.

3. I want to be able to have a popup prompt that will come up as soon as
the db is opened within 7 days prior to the due date of each bill, so as
to be sure that the bill is not overlooked, so this would mean it would
have to look up the due date for that creditor and determine the date
needed for the prompt. Never done this before, so not sure how to set
that up.

As I am in the planning stages of such at the moment, I would truly
appreciate any suggestions as to how to accomplish the end results, if
possible. I have yet to find anything, over the many years I have used
Access, that I have wanted/needed to do with this program that it has
not been capable of doing with the help of the expertise and talent of
the people who help in these groups. :-)

Jan

"Steve" wrote in message
...
Jan,

You also might want to look at past due bills!!!

Make a copy of your previous query and put the following criteria in the
DueDate field:
Date()

Make a copy of your form and use this query as the recordsource to get a
list of past due bills.

Yes, I want a past due prompt as well , to alert me when bills are past due.
That could mean they had not been paid, or perhaps not entered, either of
which will beed attention.

Thank you for the additional information. It is truly appreciated.

Jan


Steve


"Jan " wrote in message
...
Thanks, Steve.

Jan

"Steve" wrote in message
m...
Consider the following tables ....
TblCreditor
CreditorID
CreditorName
Creditor contact fields

TblExpense
ExpenseID
Expense 'rent/gas/elec/storage/etc
CreditorID

TblExpenseBill
ExpenseBillID
ExpenseID
DateReceived
AmountDue
DueDate
DatePaid

For 3 you need a query that includes all three tables and the following
fields:
CreditorName
Expense
DateReceived
AmountDue
DueDate
DatePaid

Put the following criteria in the DueDate field:
=Date() + 7

Put the following criteria in the DatePaid field:
Is Null

This criteria will give you all bills that have not been paid and where
the due date is 7 or less days after today's date.

Now you need to create a continuous form based on this query that will
list those bills if any that need immediate attention. You can make this
the startup form or if you have a startup form already, you can put code
in the open event that opens the "Bills" form in acDialog mode.

Steve

"Jan " wrote in message
...
Hi all, Access 2007, Vista Ultimate

I am setting up a monthly budget and need to address a few areas that I
have not quite figured out, and hoping I can get some advise.

1. I have monthly expenses such as rent/gas/elec/storage/etc., each
with their own due date each month. I have a separate Table for
Creditors, should I add a DueDate field to his table?

2. I have an entry form to record the bills for each when recieved each
month and the amount due. I only want to be able to enter the current
amount due for each billing, but, not sure if I need a separate table
for BillsPd, or some other name.

3. I want to be able to have a popup prompt that will come up as soon
as the db is opened within 7 days prior to the due date of each bill,
so as to be sure that the bill is not overlooked, so this would mean it
would have to look up the due date for that creditor and determine the
date needed for the prompt. Never done this before, so not sure how to
set that up.

As I am in the planning stages of such at the moment, I would truly
appreciate any suggestions as to how to accomplish the end results, if
possible. I have yet to find anything, over the many years I have used
Access, that I have wanted/needed to do with this program that it has
not been capable of doing with the help of the expertise and talent of
the people who help in these groups. :-)

Jan