4 Replies Latest reply on Dec 26, 2016 12:22 PM by philmodjunk

    Budget numbers...

    RandyHandley

      Hi Everyone!

      Here is what I am trying to do.... but cant seem to figure it out.

       

      Table: Accounts Fields: Code, Account Name, Budget

      Record 1 Code: 731200, Account Name: Shoes, Budget: $20,000.00

       

      Table: Ledger Fields: Total Spent Shoes, Budget Shoes

       

      I am trying to have the budget amount for a certain code show up in a field in the ledger.

       

      my thoughts are the IF but that seems to turn out a huge number and not what is already in the record.

       

      Accounts: Code =731200 then Ledger: Budget Shoes = $20,000.00

       

      I hope this makes sense!

       

      Any help would be great!

       

      Thanks,

      Randy

        • 1. Re: Budget numbers...
          BruceRobertson

          Try again.

          Makes absolutely zero sense.

          • 2. Re: Budget numbers...
            wimdecorte

            Agreed with Bruce, doesn't seem to make a lot of sense.

             

            In your 'Accounts' table will you have multiple records with account code 731200?

            And in the 'Ledger' you want to have just one record with account code 731200 and it should sum from the Accounts table?

            • 3. Re: Budget numbers...
              siplus

              reformat turned on:

               

              Table:      Accounts

              Fields:      Code    |     Account Name    |    Budget

               

              Record 1

               

              Code:                     731200

              Account Name:       Shoes

              Budget:                 $20,000.00    

               

              -----

               

              Table:      Ledger

              Fields:     Total Spent Shoes    |     Budget Shoes

               

              Record 1

               

              ???

               

              -----

               

              I am trying to have the budget amount for a certain code show up in a field in the ledger.

               

               

              REPLACED

               

              my thoughts are the IF but that seems to turn out a huge number and not what is already in the record.

              Accounts: Code =731200 then Ledger: Budget Shoes = $20,000.00

               

               

              WITH

               

              There is a global field in the ledger where I insert a code; I called it gAccountCode.

              When I insert 731200 into it I want the Budget to be displayed.

               

               

              Answer:

               

              Create a relationship going from gAccountCode in Ledger to Code in Accounts and display the now related Budget field.

              • 4. Re: Budget numbers...
                philmodjunk

                Usually a ledger has one record for each transaction. A running total can show the total spending and compare that to a budget total from a related table to show whether or not spending is within budget.

                 

                Is that an accurate analysis of what you want?

                 

                If so, then one key question: what's the relationship between accounts and budget amounts? Do you have multiple accounts to a given budget or multiple budgets to a given account or both?

                 

                in other words: can more than one account be used to buy shoes? Can transactions in one account buy more than shoes? Are both possible?