Expenditure

Posted on Wednesday, July 13, 2011 - 19:07 | by admin |

This is a very simple database that serves to control the expenses of everyday life.

Main Menu
In the picture one can see the main menu very simple and functional. At the top we can see the year in which we work.
Picture 1

Year of work
To change the year's work click the button to choose the year and open form (Fig. 2), typing the year we want.
Image 2

Expenditure
Expenditure on the button open form (Fig. 3) for data entry. Next to the category we have a '+' button to add categories and subcategories have one side of the '+' button to add the subcategories (by clicking on the subcategories if you have not chosen cetegoria gives error and asks to select the category . If you have selected the category it opens the form categories in the selected category).
In the field we can choose a provider from the list and if there is he asks if you want to add.
Image 3

Categories
This form (figure 4) is used to manage (insert / change / delete / search) categories and their subcategories.
Image 4

Suppliers
This form is used to manage (insert / change / delete / search) the names of suppliers.
suppliers

Reports
Clicking this button opens the menu (image 5) reports where we can choose four types of reports:
Image 5

- Costs of the current year (Fig. 6) shows a report with the category, subcategory, and total value per month of the year with which we work. It also shows the total expenses per month and total by subcategory.
This report includes a chart for subcategory that shows the monthly evolution of each subcategory. This graph is not of my own, the respective module has the author's information, including:

'Author: Philippe Bonnardel (based on an idea of ​​Edward Tufte)

Image 6

- Costs per year (picture 7): shows a form with the expenses by category in a given year. We can choose the year of expenditure, provided that there is an expense recorded in that year to view the graph. When you double-click the category opens the annual report of subcategories that has the same format. When you double-click opens the detail in the subcategory (Fig. 8) the costs incurred in this subcategory.

Image 7

Detail
Image 8

- Expenditure per month: equal to the expenditure per year but here we can choose the year and month you desire.

- Expenditure by supplier shows a form with the cost per supplier in a given year, and its graph. In this report we can only choose the year you wish to view.

Annual Comparison
Shows the evolution of expenditure during the last 10 years. Shows the values ​​for years and shows a graph.
Annual comparison

I await comments of this database, however I will add functionality to the example as the ability to print reports.

Download the example: EXPENSES

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    12 Comments »

    Comment by John Gomes
    2011-07-31 09:38:50

    Very good this example.
    How do I create a database to store student grades per school year. That is, there would be a command that would open a year and all the work was for that year. Thank you

    2011-08-07 08:16:36

    Hon. Mr.

    Their excellent work.
    I wonder how much has to pay to join the v / school / work, to help / teach those who do not work with Access, like me, who am a person who always likes to know and more.

    Waiting for an answer.

    Regards,

    Maria Asuncion

    Comment by Administrator
    2011-09-02 23:36:56

    This Blog only serves to share my examples I created in Access, I do in my free time.
    All examples are free and are a form of study.

    Comment by Ana
    2011-08-23 01:11:48

    Hello, I'm desenolver a project in Access and need your help. Contact me by e-mail if you are interested in helping. Thank you

    Comment by George
    2011-08-26 23:46:25

    How did you do gráico image 7

    Comment by Administrator
    2011-09-02 23:38:33

    I chose graphic and insert the data source query in a year.

    Comment by john
    2011-12-09 20:56:23

    I could not download, I think it expired ...
    have any other link to download?

    Thank you! :)

    Comment by Administrator
    2012-03-04 12:38:22

    The link is working well. Please try again.

    Comment by Carla marione
    2012-01-06 16:46:10

    I loved your blog ... it has really helped me.

    Comment by Rock
    2012-01-06 19:56:20

    Hon. Mr.

    Their excellent work.

    I wonder if it is possible in your database (Expenses) to insert a form or report with the monthly salary less the monthly expenditure to find out the balance remaining at the end of the month and how it's done
    Waiting for an answer.

    Greetings

    Comment by Administrator
    2012-03-04 12:37:38

    Is it possible and easy to make. I'll make the change and put dpois here.

    Comment by June edson
    2012-02-08 02:28:19

    Your spreadsheet is just a show., Very good,
    I do not know if I can, but wanted requests it or if you have a control to services in the same style, as you are paying the installments will be eliminating our control and the value of the total share is decreasing. It would be possible.
    a hug.

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