Access Expert 29, lesson 5

This is actually something I've been thinking of making into a stand-alone Template. Anyone else interested? I cover the basics in that class, but there's a lot more I could do, including importing your statement from your bank (CSV, XLS, etc.)

Yes I would love to see a big Seminar on it.

I would like to see a seminar on it too.  Especially if the seminar can walk through budgeting and able to show over under reports.

Yes please!

Yeah I would like to see this as too

I have been waiting to see something like this for a LONG time.  I would love to see a seminar that includes multiple bank accounts in one register, reports, balances owing for my bills, ability to IMPORT bank transactions from the bank.  Categories, reports. And anything else that you think would be helpful for tracking personal budgeting and income and expenses, and balances owing.

I would also like to see Documents added that attaches to a payment of a bill. I used your Payables seminar and added this function to it recently and it works very well. Also would like to see it handle multiple accounts.

Julius: do you mean like attaching receipts?

Yes, for example, you receive your bill from ATT. Scan to a common location. Then go to the billing summary and choose the ATT bill, and click the attach button. the document is moved to a document folder with the PayeeID and BillID and name of the document. Example, 1_3423_ATT_202007. Only the current document can be viewed od deleted from the bill form. Also, I put this functionally in the Payee form. It will display all documents for that Payee, allows you to view, not change or delete.
Rick, I can send screenshots if you want.

Got it. I did something similar in the Imaging Seminar where I showed how to upload image files to a server folder.