Problem filtering two fields to get an amount sum

[Nifara]

I have created and budget and expense database for my office. The budget
side is working fine (users enter program number and cost type with an
amount). The problem I am having is on the expense side. I need to load the
expenditure data I download from another database into excel and load it into
Access, also working fine. The problem I am having is getting the two to
work together to get a budget cost type - expenses cost type = $0.00. The
expense table has several of the same cost types per program (like salaries),
the budget table only has one cost type per program. I am trying to find the
best and easiest way to get the expense table to sum the cost types into one
total (without having to manipulate the data in Excel first) by the program
number (of which there are several) in one place. I've tried queries, forms
and reports, none of which are getting me what I need. I can filter the
amount total by program only or cost type only, but can't get the program
number and cost type to filter together. Therefore, I can't get the budget
table and expense table (query, form...) to work together. It seems like it
should be so simple, an expression like =sum ([CostType.Expenses]) by
ProgramNumber, but I can't find an expression that gets me the result. Any
help you can provide would be greatly appreciated. Thank you.

 

[pietlinden]

I have created and budget and expense database for my office.  The budget
side is working fine (users enter program number and cost type with an
amount).  The problem I am having is on the expense side.  I need to load the
expenditure data I download from another database into excel and load it into
Access, also working fine.  The problem I am having is getting the two to
work together to get a budget cost type - expenses cost type = $0.00.  The
expense table has several of the same cost types per program (like salaries),
the budget table only has one cost type per program.  I am trying to find the
best and easiest way to get the expense table to sum the cost types into one
total (without having to manipulate the data in Excel first) by the program
number (of which there are several) in one place.  I've tried queries, forms
and reports, none of which are getting me what I need.  I can filter the
amount total by program only or cost type only, but can't get the program
number and cost type to filter together.  Therefore, I can't get the budget
table and expense table (query, form...) to work together.  It seems like it
should be so simple, an expression like =sum ([CostType.Expenses]) by
ProgramNumber, but I can't find an expression that gets me the result.  Any
help you can provide would be greatly appreciated.  Thank you.

What is your structure for Expenses?
(ProjectID, BudgetItem, ExpenseType, Amount, ...)

If your structure for Budget is similar..
(ProjectID, BudgetItem, Amount,...)

Then you should be able to do a totals query for each budgetItem and
Project and then create another query that calculates the differences
between the sums. If your database is set up right, it should be
almost trivial.