Office & Productivity Software forum


How to build a simple access database??

by slant6forever / September 12, 2012 3:28 AM PDT

I would like to build a simple access database to keep track of my checking account. Similar to Quiken, but for various reasons, I can't load that at work - where I do most of my work.

I've tried to follow the instructions provided by MS, and I've done a few google searchs, but nothing helps. For some reason, my db synapses just don't work.

I have office 2007, Windows 7 Enterprise, 64 bit operating system.


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Clarification Request
You had me till you wrote.
by R. Proffitt Forum moderator / September 12, 2012 3:34 AM PDT

"Similar to Quicken"

Is it was possible to do, wouldn't folk be doing this instead of buying Quicken. My thought is that this is not going to be simple. You may spend a year on this and still not have anything as complete as Quicken.

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quicken vs excel
by slant6forever / September 12, 2012 8:27 AM PDT

Perhaps you missed the part about "can't load quicken at work"? I also don't need all the features quicken has, just the basics.

I've used a basic excel spreadsheet for years - but it doesn't lend itself to categorizing expenses and it's a b***h to sort come tax time.

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I read that.
by R. Proffitt Forum moderator / September 14, 2012 5:12 AM PDT
In reply to: quicken vs excel

And maybe a spreadsheet is the fast exit. It's also a tad safer as you can pop it into an email to send it home.

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Clarification Request
Not sure what you mean by "synapses"
by ePHende / October 15, 2012 4:54 AM PDT

Assuming the "template" suggestion isn't to your liking...

When you say your "db synapses just won't work" are you referring to something specific that is failing, or is that just a figure of speech indicating that you're having a hard time wrapping your brain around how to get started?

Assuming the latter,
In general I would suggest the following...
You said you have an Excel spreadsheet that you've been using.
Assuming it's set up in the normal way, with each column being a different field, and each row being a line item (like a check or an expense)...
The easiest way to get this started would be to "Import" the excel file into Access. Make sure the columns are labeled first, then jsut import the whole excel file. This will create an access table that you can then use as the basis for your database.

Depending how much you know about Access, you can get very complicated with this.

Once you have the basic table, there are Database analysis tools in the menus that will break it up into several smaller tables, but unless you are conversant with programming for database structures I would recommend NOT using those tools.
Instead, just create "Querys" to sort data matching certain criteria - you could have one for all checks, or for any negative entries, etc.
And you can enter new items directly into the bottom of the table, or if you wantto get fancy, you can create a "Form" to enter new items (and to view old ones), which could automatically calculate certain fields. But that's starting to get complicated, so it depends how much time you've got to spend on it.

All Answers

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Try Excel
by KenHusveg / September 12, 2012 3:36 AM PDT

Why not use an Excel bank book spreadsheet template?

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excel bank book spreadsheet template
by slant6forever / September 12, 2012 8:28 AM PDT
In reply to: Try Excel

Didn't know one existed. just started using a basic spreadsheet years ago and never progressed. I'll do some digging to see if it will fit my needs - thanks for the suggestion!

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