after a couple of hours I finally remembered how to get sub form data to filter based on form controls i.e. Combo Box
However my ultimate goal is to get away from the ugly sub-form and do something a bit more elegant
See form design Below
but I am at a loss for how to get the data into the text boxes for the listed categories based on the filter drop downs for year and month.
Note about record Dates and filter drop downs
The original table with the data has actual date and date format i.e. 5/15/2019
the qry uses the Month/Year Functions to pull the year and month of the transaction i.e. TransYr: Year([TransDate])
and finally the Form (as it is currently set up) has the filter matching data i.e. January, February, March, listed in the row source property of the Combo Box Field
any help is always appreciated
And for the bonus question, Ill be wanting to add a totals box on that form to give me the months total expenses.
Evans House Account.zip