Household Receipts and Budgeting

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  • November 4, 2018 at 9:14 AM #31591

    scneophyte
    Participant

    Hey TF Gurus! I’ve peeked at the template exchange and didn’t see anything. I’m embarking on a new TF database project: a repository for household expenses, specifically for organizing home-buying associated receipts (hooray!).

    As a secondary purpose, I’d like to capture monthly expenses, likely through data-mining electronic downloads of my bank account.

    My idea now is to use a similar framework as I have for my business:
    Form 1: Companies
    Form 2: Expenses
    Form 3: Expense Categories
    Picklist 1: Created from Form 3, used on Form 2

    Form 1 joined to Form 2 on Company Name
    Form 3 joined to Form 2 on Expense Category value

    I’d consider myself a firmly average user of TF. I can code in Python, but don’t know any JS. Just looking for any friendly advice or ideas from other users, or inspiration to spend the time to develop some scripting knowledge, for example to automate the record creation from the bank download.

    Thanks for reading!

    November 4, 2018 at 9:43 AM #31594

    scneophyte
    Participant

    I guess you can only edit a post twice? The edit button disappeared. I want to update this post as I tweak the design.

    My idea now is to use a similar framework as I have for my business:
    Form 1: Companies
    Form 2: Expenses
    Form 3: Expense Categories
    Picklist 1: “Company Name” Created from Form 3, used on Form 2
    Picklist 2: “Expense Category” Created from Form 1, used on Form 2

    Form 1 joined to Form 2 on Company Name (picklist)
    Form 3 joined to Form 2 on Expense Category value (picklist)

    November 4, 2018 at 2:07 PM #31604

    Brendan
    Keymaster

    I believe it’s a timing issue with being able to edit a post. I think it’s 30 minutes or something like that before editing is disabled.

    November 4, 2018 at 2:08 PM #31606

    Brendan
    Keymaster

    Turns out it’s 20 minutes before editing is disabled.

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