By Richard Rost 4 months ago
Track Your Recurring Expenses in Microsoft Access
In this Microsoft Access tutorial, I'm going to teach you how to track your recurring expenses. We will enter the expense, the date you last paid it, and its frequency, such as monthly, weekly, quarterly, annually, etc. Then, the database will calculate the next due date. You can sort the list based on what's upcoming. We'll also add some conditional formatting, allowing you to see past-due items in red, items due in the next few days in yellow, and all items in good standing in green.
Members will learn how to integrate this database with our Account Balances database. We'll include a button that, when clicked, processes the recurring transaction, adds the amounts into the account transaction table, and then updates the dates accordingly.
Silver Members and up get access to view Extended Cut videos, when available. Gold Members can download the database template from class plus get access to the Code Vault. If you signed up on YouTube you have to register on my YouTube Find User page so I can set up your account here on my web site. If you're not a member, Join Today!
This video follows my Account Balances series. While it would be helpful if you have watched those videos first, it's not necessary. I also released an Excel version of this video, which could be useful to watch first, but again, it's not required.
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