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A Little Database Design Help

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  • A Little Database Design Help

    I'm trying to design a Budget Module to include in another application and I'm not sure how many tables and or sets I need to create to accomplish my objective.

    I attached a PDF showing a preliminary screen design with some bullet points on what I want to do.

    I know a lot of you out there are pro's so if you look at this and decide that it will only take a little amount of your valuable time, could you please advise me on the best design approach.

    Thanks,
    Rudy Pataky fro NJ

  • #2
    Re: A Little Database Design Help

    Tables: Income & Expenses, and possibly Paychecks?
    Your summary might be a set. You could query on date using buttons for the months.
    These are just somewhat wild suggestions based upon your pdf. More detailed info would be needed to answer more precisely, I think. But I'm sure there are many different ways to approach this.
    Peter
    AlphaBase Solutions, LLC

    Peter@AlphaBaseSolutions.com
    https://www.alphabasesolutions.com


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    • #3
      Re: A Little Database Design Help

      Originally posted by Rudy16 View Post
      I'm trying to design a Budget Module to include in another application and I'm not sure how many tables and or sets I need to create to accomplish my objective.

      I attached a PDF showing a preliminary screen design with some bullet points on what I want to do.

      I know a lot of you out there are pro's so if you look at this and decide that it will only take a little amount of your valuable time, could you please advise me on the best design approach.

      Thanks,
      Rudy Pataky fro NJ
      Hi Rudy,
      Your Chart of Accounts is going to be the basic table you need to link your budget amounts to. In that table you need to assign Inc/Exp types (or Balance sheet type accounts) to each account in order to group them. This COA table is then the lookup for when you assign accounts to actual transactions. You can have a budgeted amount field in the COA table or you can make a separate table to hold them according to year. Quickbooks gives a good example for creating tables to be used as lists, and their COA table makes a good model to determine what fields you need.

      Working backwards from your spreadsheet (as a desired report) is a good way to begin. But you are looking for summarized data so you need to figure out what the detail is that you want to summarize. Hope that makes sense.
      Robin

      Discernment is not needed in things that differ, but in those things that appear to be the same. - Miles Sanford

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