0. Welcome (4:18)
Microsoft Access Split Transaction System with Popup Editing, Rollback Protection, Percent Entry
Split transaction data model design
Creating parent transaction and child split tables
Building split subform for display
Creating pop-up editor form for splits
Editing splits via pop-up form with validation
Rolling back split and transaction changes
Ensuring data sync between splits and parent transaction
Percent-based split entry and calculation
Automatically filling balance for split transactions
1. Split Transactions 1 (19:25)
Split Transactions in Microsoft Access: Understanding the Data Model and Building the Tables
Limitations of single category transactions
Scenarios requiring split transactions
Problems with multiple category fields in transactions
Benefits of split transactions for financial tracking
Parent and child table structure for split transactions
Building a one-to-many relationship for splits
Designing the transaction table as the parent
Creating a split records table for categories
Handling totals and ensuring split amounts match parent
Building a Category table with CategoryID and CategoryType
Populating sample category data
Designing a split table with references to transaction and category
Storing split amounts as currency, not percentages
Adding and testing sample data for split records
Creating a category query for combo boxes with income/expense labels
Preparing the initial check register database for splits
Overview of using a modal form for editing splits
2. Split Transactions 7 (18:21)
Create the Split Subform with Edit Button and Save Validation
Building a continuous split subform for transactions
Creating a combo box for category selection
Linking subform to parent form via master/child fields
Displaying split amounts and categories in subform
Calculating and showing total split amount in subform footer
Configuring subform as display-only (read-only)
Adding an Edit Splits button to open a pop-up editor
Designing a modal pop-up form (SplitEditF) for editing splits
Locking down the display subform (no adds/edits/deletes)
Populating new split records with the correct parent ID
Adding Save and Cancel buttons to the pop-up editor
Preventing closure of the pop-up editor via control box
Defaulting hidden parent transaction ID field in editor
Validating totals before saving split records
Using Me.Dirty, Me.Recalc, and DoEvents for data commits
Enforcing that split totals match the transaction amount
Refreshing subforms after editing splits in the pop-up form
3. Split Transactions 7 (18:11)
Store Previous Amounts and Rollback Split Records When User Cancels Edits
Automatic opening of split editor on debit or credit change
Storing previous debit and credit values before editing
Restoring original values if user cancels split editing
Using TempVars to retain previous field values
Creating a temporary rollback table for split transactions
Copying current splits into rollback table on edit
Restoring splits from rollback table after cancel
Deleting and inserting records in Split and Rollback tables
Requerying the form after rollback to refresh data
Ensuring data is committed before rollback procedures
Handling uncommitted records during rollback
Synchronizing transaction and split data after editing
4. Split Transactions 7 (19:26)
Calculate Split Amounts from Percent Input and Auto Fill Remaining Balance
Adding percent-based split entry in Access
Detecting and handling percent sign input
Converting percent text to numerical value
Using TempVars to pass values between events
Calculating split amounts based on percentage
Setting split amount in After Update event
Automatic calculation of remaining amount
Recalculating remaining split amount on record change
Dynamically updating default value for split amount
Handling default value during record editing
Synchronizing calculations with form events
Creating a DoRecalc subroutine for recalculation
Updating totals immediately after split changes
5. What's Next (3:31)
Reviewing Split Transaction Systems and Next Steps
This is a video conclusion and community update message, summarizing what was covered in Access Developer 54 and discussing upcoming plans and viewer feedback.
6. Access Developer 54 (0:00)
Access Developer 54 Outline
