Well, generally, yes, any information that's going to go somewhere has to go in a table. Do you have Excel spreadsheets or something along those lines that you can show me images of that you've used before? How did you use to do it? Everybody does budgeting and stuff like that differently.

I am in the process of transitioning from QuickBooks. That is what has been used by this organization for the past 10 years. I have the desktop version (not a fan of the online version) and it has become too expensive for what we need.  I am using a Chart of Accounts type layout, income and expenses against the same account/category line item in Access.

All right, laying the data out like that for display isn't hard at all. You already know how to make a crosstab query. The challenge is making it editable.

I can show you how to set it up so you've got one year that's editable. You'd pick the year you want to work with, and then you could see the previous year or even the previous X years right next to it. Those other years wouldn't be editable though. They'd just be lookups for reference.

If that sounds useful, I could make a video (probably a short series) to show how to build it. It would make a great lesson because it's fairly advanced. But getting the entire thing editable would be very difficult, because that's just not how Access works. It isn't designed like a spreadsheet where you can freely edit every cell, unless you export everything to Excel, make your changes there, and then import it all back, which gets messy fast.

So if your goal is to edit just one year while viewing the others, that's doable. But if you want to edit all years side by side, that's where it gets tricky.

Perfect! The one column I am missing is "Projected 2026" (i.e. add a year to the current working year) which would be an average of the previous 2-5 years (Board to determine how many). That could be a variable user input.  I only need one year that is editable - next year's data.  I definitely do NOT want to be able to edit previous years' data (that is history and already reported on our 990).  Thank you!!