Best way to set up accounts and sub-accounts

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Brent Walker - 09 May 2005 21:15 GMT

I'm building an Access database to track income and expense activiities. I
want to be able to categorize these activiites by account. I created
tblAccounts with fields, Acct#, AcctType, and AcctName, but got stuck on the
best way to handle sub-accounts. It seems proper to create a new tblSubAccts
with a field Acct# which relates to Acct# in the tblAccounts. If i do this,
however, how do I generate a tiered drop-down so users can pick from
tblAccounts (for entries that do not require sub-accounts) or tblSubAccts
(for entries that do)?

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Thanks,
Brent

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nc - 14 May 2005 09:40 GMT

I am learning Access myself. The approach I would take is to have
separate table for accounts and for subaccounts as you have done. I
the subaccount table add an Acct field. Go to design view and for th
Acct field in the Subaccount table go to the Lookup tab and selec
combo box for Display Control; for Row Source Type selec
Table/Query; for Row source, doubleclick on the three dots and selec
your accounts table. This should open up your accounts table in quer
view. Add fields to query that you want to show up in the drop dow
box. For bound column, select the appropriate column number. Fo
example, if you have acct # as 1st column and acct name as second
select 1 if you want the account number added to the table or 2 fo
account name. The rest of the options should be easy to figure ou
if you understand this much. Hope this helps

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