Well, it's clear that I misunderstood what a relationship is and finally realized that I didn't have a relationship to make. What I did was simply make two value lists (FromAccount and ToAccount) for the Transactions table with the values from the Account Name field in the Budget table. All works fine now.
I added two fields to the Transactions table: FromAccountType and ToAccountType. I could get these by setting up two more value lists as I did for the Account Names, but then I'd have to pick them from the drop down menus every time. It seems to me that because each record in the Budget table has an Account Type along with the Account Name, I ought to be able to get the FromAccountType and ToAccountType to fill in automatically as soon as I enter the From Account Name and the To Account Name. But . . . I just don't have any idea how to do this.
Any hints would be greatly appreciated.
I forgot to mention in my first posting that I'm working with FM Pro 10
Every data field has a list of possible Auto-enter options you can select for that field. Go To Manage | Database | Fields, find the field and double-click it to pop up the field options dialog. On the Auto-enter tab, there's a "Looked Up Value" option that can copy data from a field in a matching related record into your data field--such as account type.
This assumes that you've used Manage | Database | Relationships to create valid relationships that link your two tables.
Transactions::AccountFrom = Budget::AccountName
Transactions::AccountTo = Budget 2::AccountName
To create the second relationship, select Budget and click the button with two green plus signs in the bottom left corner of the Manage | Database | Relationships dialog.
Using the above examples, you'd refer to Budget to set up a look up for AccountTypeFrom and Budget 2 to set up a look up for AccountTypeTo.
An alternative approach is simply to create the above relationships and then place Budget::AccountType and Budget 2::AccountType on your transactions layout.
Phil, thank you so very much for this. I followed your instructions for building the relationship and then making the fields auto lookups and it worked perfectly. Not only did it solve the immediate problem, but it also gave me a start at building an understanding of relationships. (That should make my wife happy
I really appreciate the help.