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From: ward73 (anonymous_at_discussions.microsoft.com)
Date: 04/03/04 

Date: Fri, 2 Apr 2004 20:06:04 -0800

This is my first time trying to use Access and I am lost... I can typically "play around" and read through help to become efficient enough to do basic work in a program, but not this time. Maybe I should stick with Excel.

I am trying to put together a database to keep track of investments in a small stock club with friends. There are 5 of us and we each contribute different amounts of money to our portfolio each month.

I want to enter on a form
1. the Value of the portfolio on the day we each invest our money (before our addition)
2. The amount I invest
3-6. The amount each of my friends invest.

Using a few simple equations I should be able to keep track of
1. percent of the portfolio each of us owns
2.The value of each of our "accounts"
Other things too, but if I can just get past this I will be set.

I was able to do this easily using Excel, but I want to be able have a form to enter the required data and be able to look at reports instead of just looking at a bunch of numbers on a spread***.

One problem is I cannot figure out how to use values from a row above the row I want the results to be in. Here is what I mean... to figure the current value of my portion of the portfolio I need to know (A)What percent I owned after our last investment and (B)The current value of the portfolio (which I will manually enter on the form).

The second problem is I do not even know how to get the calculations to work. I can put an expression in a form, but I can't get the result to transfer to the database.

Maybe I just need to give up...its not easy to admit defeat

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