If this is your first visit, be sure to check out the FAQ by clicking the link above. You may have to register before you can post: click the register link above to proceed. To start viewing messages, select the forum that you want to visit from the selection below. |
|
|
|
Thread Tools | Display Modes |
#1
|
|||
|
|||
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 |
#2
|
|||
|
|||
Perpetual due dates
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 |
#3
|
|||
|
|||
Perpetual due dates
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] |
#4
|
|||
|
|||
Perpetual due dates
"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 |
#5
|
|||
|
|||
Perpetual due dates
"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] |
#6
|
|||
|
|||
Perpetual due dates
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 |
#7
|
|||
|
|||
Perpetual due dates
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] |
#8
|
|||
|
|||
Perpetual due dates
"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] |
#9
|
|||
|
|||
Perpetual due dates
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 |
#10
|
|||
|
|||
Perpetual due dates
"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 |
|
Thread Tools | |
Display Modes | |
|
|