If you are an expert with MS Access (Version 2007) and visual basic for applications, then this one will be easy for you.
It's a basic db that stores / reports on transactions
Here's what we have:
We have the basic database structure created already - the tables are made, the forms have been made (MOSTLY - there is still some tweaking to be done)
Here's what we need:
1) Logic: a) user picks a username on the first form that locks in the username for now b) User then sees a "main" form that allows them to pick reports or import transactions.
2) a) Import Transactions: User then sees a new form, clicks button on it to pick their csv and that loads the data into a transactions table. b) Now, the program goes through the transaction table line by line and compares description with description in memorizedtransaction table. If it's there, then the memorizedtransaction entry gets put into a processedtransaction table along with the other transaction info. if it's not there, then the program prompts a user to "categorize" the transaction with another form - here the user picks from drop down boxes and that just setups a new entry in "memorized transaction" and also puts it in processedtransaction.
a) in the reports screen, the user should be able to select a data range or some pre existing date ranges: 1 month, 3 month, 12 month and display the reports. b) Report types: pie chart showing all the date ranges transactions , column chart showing the last 12 months of that category (user can pick the category) and also have previous year's data in there.
That's it - the only real logic to put in was in the import screen, rest is easy. Shouldn't take more than 4 or 5 hours total.
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34 pekerja bebas membida secara purata $161 untuk pekerjaan ini
Have previous experience and enough time to complete this task Relevant Skills and Experience Programming skills Proposed Milestones $35 CAD - When delivering the DB