Budget Template

[bailey]

I have seen several Excel templates for a personal budget but thought an
Access database would work better. Does anyone have an opinion on this or a
template they would like to share. I'm not advanced in Access by any means,
but can get around pretty well.

 

[Fred]

A straighforward "flat table" (= if you can do it well on one grid) budget
is probably better done in Excel,(with it's ability to instantantly do and
show calcualtions). If not, the Access is probably better.

If I were you I'd do it in Access either way......a simple application is a
good way to learn Access which is a very powerful and useful program.

 

[bailey]

Thanks for your help. I would prefer to do it in access, the problem is I
don't know where to go from here. I created 3 different tables. One with
Expense Categores, One with Accounts Categories and One with Type
Categories...I'm stuck. I was hoping to cheat and get a template...haha

 

[Evi]

I like Access for my household accounts. It makes it easier to sort and
group the same information in different ways.

The structure I use is:

TblItem
ItemID
Item (this can be an income or an expense item, eg Cabbages, Wages, Soap,
Birthday Gift)
DefaultPrice (the usual price of this item)
CatID (linked from TblItemCategory
Lux (tick box for items which I feel are luxurie items rather than
necessities)

TblCategory
Category
CatID
Category (eg Groceries, Salaries, Toiletries, Gifts- some items have a
category that is identical to their item eg Wages/Salaries)
Inc (Tick field to tick if this is an Income category)

TblAccount
AccID
AccountNum
AccountName

TblChequeBook
ChkID
AccID
StartNo (start cheque number)
EndNo (end cheque number)
ChequeStart (date book was started)

TblPaidTo
PaidToID
PaidTo (recipients of my wealth (!) from my cornershop to my children)

TblTransaction
TransID (primary key
AccID (Linked from TblAccount)
TransDate (I use the Default value of Date() for this)
ItemID (Linked from TblItem)
PaidToID (linked from TblPaidTo)
ChkID (linked from TblChequeBook - not a required field so referential
integrity need not be enforced)
ChkNo (cheque number if a cheque was used)
Income (income amount)
Expense (expense amount)
Quant (quantity of the items purchased) - Default Value is 1.
Descript (any additional notes about the Transaction

TblRegularPayments for recording regular payments eg monthly bills
RegID
ItemID
PaidToID
LastPaid (Date payment was last made)
DueDays (days between payments)




Evi