Hi David. Yep, both are pretty simple to handle in Access.

1. For the Amount field, create a totals query. Add the Amount field twice. Set the Total row for the first one to Sum, and use criteria to separate negatives from positives:

Positive: >0
Negative: <0

You can also use calculated fields if you want both values on the same record in a query:

Income: IIf([Amount] > 0, [Amount], 0)
Expense: IIf([Amount] < 0, -[Amount], 0)

Then use Sum in the Totals row for Income and Expense. I usually make Expense positive in the calculation, because it looks nicer on reports.

2. Yes. Use the Like operator with wildcard characters. For example, to find anything containing "Walmart" anywhere in the Description field, put this in the Criteria row under Description:

Like "*Walmart*"

If you want the user to type what they are looking for into a text box on a form, such as SearchText on AccountF, use:

Like "*" & [Forms]![AccountF]![SearchText] & "*"

That will find the text anywhere in the description, regardless of how much other junk the bank puts before or after it.

Wildcard Search & Like
IIF Function

Thank you. That's what I couldn't remember.
Awhile back, I vaugely remember you saying something to the effect that you going to try to do a video on the "best" way to import your banks .csv file into access. I pretty much have that down now. I am using my banks reference number and no duplicates when setting up my access database. The transaction number is really long, thats why I am using the reference number instead. That way I can use the append to table when adding new data. Works just fine. Not a big deal, I am just curious as to how you would layout your form. I tend to go with the most basic layout when creating forms.
As always, thank you!