Employee Budget Balance Over Multiple Time Periods

[Krystal9]

i am trying to create an access db to track employees available balance from multiple categories.



eg employee 1 might have budgets in 3 categories 1 = 2000, 2 = 5000, 3 = 8000 from 1^st Jan to 1^st June
employee 2 might have 4 budgets 1 = 2000, 2 =500, 3=8000, and 4 = 10000 1^st Jan to 31^st December

• the budget amounts and start and end dates are entered in the 'employee' form .
• the expenditure is entered on the 'employee_expenditure' form

how can i get the expenditure to group within the appropriate budget and time period?

• i have been able to group / sum the expenditure in each category.

• i would like to be able to group these. so that the expenditure is automatically entered within the start and end date of the budget.

eg accommodation expenditure for the budget period 1/3/18 to 8/8/18 separately from the accommodation budget for the period of 8/8/18 to 31/12/18

then also hopefully give a balance for each budget for the budget period eg accommodation for period of 1/3/2018 to 8/8/2018 with budget of 5,000. budget already spend for period of 50 remaining budget would be 4500.