Database for financial calculators

[Arthur de Paula Bressan]

Hello.

I'm trying to create a database for a "financial booklet" application, but very simple.

What I'm aiming to this application functionalities is:
It can keep track of every expense that you had in the month;
Login capabilities (supports more than one user);
Categorize expenditures;
Can generate a report telling exactly in what, how much in what day in the selected month of an year.

Those are the functions I want to implement.

So far, I created an example database in Acess and my logic works, but I'm lost how to make a value be bound to one day of one month of an year.

If anyone would like to see the relationships model, I would love to post here, but I don't know how.

Thanks.

[Barry Williams]

Hi Arthur,

Welcome to the Community.

It's not clear what you mean by "make a value be bound to one day of one month of an year".

Please try to say it another way, involving more words ;)

If you want to post your model, you can use the 'Upload Files' link below and I will try to fidn time to look at it.

Barry

[Arthur de Paula Bressan]

Thanks for replying. :)

Here is the current relationship model, please note that the day/month/year is where I'm having trouble with.
If you need any help to understand it, please ask. :)

[Barry Williams]

Hi

You did not follow my suggestion, which was to describe your problem another way, so that maybe I would understand it.
My usual approach to storing Calendar Days is to have the day number as the primary key, for example, today is June 29th. 2009, which would be 20090629, and then also store the week number, month and year if you need them separately.
Alternatively, you can have an SQL View or Access Query which divides the Data by the appropriate numbers to give you the month and years as numbers.

HTH

Barry

[Arthur de Paula Bressan]

Ugh, sorry for that.

I to want to make three "levels" to show the stored values.

For example, let's say that there's entries on the database dating back to 1 Jan 2008 until July 1st 2009.

The program would first show two "links": 2008 and 2009.
Clicking in 2008 would show all of the months of that year.
Then when the user clicks in a month, it will show all days of that month.
When the user clicks a day, it will show all values stored in that day, and is possible to alter any of the values or even add a new value.
The month total is just a simple sum of all the values encountered in that month

Clicking in 2009, would show all of the months of the year up to the current month (in this case, July).
Clicking in the current month it will show all of the days up to the current day (1st).
Clicking on the day, it will bring up any values you might have added in that day and make it possible to add new values.