# tblHelp

Εισαγωγή:
•	 The program is based on and requires Microsoft Office Access.


•	 Its purpose is to monitor the family’s Expenses in order to achieve the best possible management of them.
At the same time, it offers the ability to separately display the Family Expenses that are deductible in the Tax Declaration and reduce the annual gross income.


•	 However, it also provides the possibility to track the movement of the Cash Balance, if desired, as long as you also record your Income.


•	 In this version, “Cash Balance” means the total of Cash plus Deposits combined.


•	 In the future, if requested, there will also be a version with separate monitoring of the above.


•	 The program’s operation is described below by briefly explaining the various menus.
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In summary, we mention here:

•	 Your documents (receipts, etc.) are entered from the ENTRIES/TRANSACTIONS menu.


•	 Your master data (suppliers, etc.) are entered from the ENTRIES/MASTER DATA menu.


•	 That is, through the ENTRIES menu you provide information to your application.


•	 The remaining menus, except for the last two, provide various information that you should review regularly to draw useful insights for improving your financial management and preventing unpleasant situations.

Καταχωρήσεις:
•	 Here you enter your records, as well as make any necessary modifications or corrections.


•	 In all the entry forms, there are some so-called composite fields (highlighted in green with a “v” icon on their right edge), which contain a list of already registered items.
When this list opens automatically and gets in your way, press the Esc key to close it.


•	 The command buttons on the form are self-explanatory, and with a little experimentation you will understand their use.
If you leave the mouse pointer over them for a moment, you will see a tooltip explaining their purpose (except for the very obvious ones).


•	 The arrow buttons at the top left of the Expenses form allow you to navigate through the records (PREVIOUS – NEXT – FIRST – LAST).


•	 The SAVE button saves a new record or any changes to an existing one.
Therefore, it does nothing if you click it without having entered any data.
In the Expenses form, the individual expense items are saved immediately as they are entered, so you do not need to press the SAVE command there.


•	 The FIND RECORD button helps you quickly locate a specific record.


•	 The ALL RECORDS button restores the display of all records if you previously applied a filter.


•	 The DELETE button deletes an existing record, after first prompting you to confirm that you are sure.


•	 The CANCEL button undoes any changes you have made to an existing record, or, if you were creating a new record, prevents it from being saved and returns you to the last saved record.

Χορηγοί-Προμηθευτές:
•	 Suppliers:
These are the people or companies who supply us with products, i.e., we buy from them.


•	 Sponsors:
These are the people or entities who pay us, such as our employers, tenants, etc.


•	 In these forms, there are many fields, but none of them are mandatory except for the NAME.
It is recommended, of course, to also enter the PROFESSION.
Beyond that, the rest is up to you—whatever you consider necessary and think might be useful.
In any case, you don’t need to enter all the information immediately.
Especially if you are in a hurry to record your expenses, you can enter only the NAME so you can proceed with recording the expense, and then return later to complete the rest of the details at your convenience.


•	 The same applies to Sponsors.
The forms are identical.
Here, of course, there is usually no issue, because these are limited—just one or two—which you enter at the beginning and you’re done.


•	 It is a good idea to record in advance the Sponsors and Suppliers you work with most often, before starting to record Expenses, so you don’t interrupt the process.

Τράπεζες-Κάρτες:
• 	In the BANKS form, we record the banks where we have accounts and cards.


• 	In the BANK CARDS form, we record the bank cards we hold and use for transactions.


• 	It is advisable to make these entries at the beginning, before starting to record Expenses, so that you don’t interrupt the process later.

Είδη-Κατηγορίες:
• In the EXPENSE CATEGORIES form, we enter the categories under which we classify our various expenses.

• In the "EXCEPTION" field, select "Yes" if you do not want this category to be included in Statistics and in the automatic Search performed for you. However, if you later wish to include it, just go to the Categories form and set it to "No".

• In the "ESSENTIAL" field, select "Yes" if you consider this category part of your family's essential expenses — those you cannot skip. Otherwise, select "No". This is of course subjective, depending on each person’s financial situation and personal judgment.

• In the "FIXED COST" field, choose "Yes" if this category represents a fixed, recurring amount. Otherwise, select "No".

• In the "BUDGET (%)" field, enter a number that expresses the percentage you want this category to represent in your total budget. In the "Statistics" section (via the corresponding menu), this percentage will be compared to the actual spending, helping you see how close or far you are from your target!

• Completing all the above fields is required, even if you think some of them are not relevant to you.

• In the EXPENSE ITEMS form, you enter your individual expenses, assigning each to a specific Category.

• All of this is already prepared by the program. If you need to add more Categories or Items later, you can do it during the expense entry process without having to close the Expense form. The program will guide you, opening the necessary forms (Categories or Items) automatically. Once you’ve completed the new entries, you can close those forms one by one, and the new data will appear in the Expense form.

• If you don't like the default categorization, you can create your own. A sample file is provided, which you may edit as needed. This customization should be done before you start recording expenses. Please note that you cannot delete a Category or Item if it has already been used in an Expense entry (receipt or invoice) — you can only change its description or status. If you do need to delete it, you must first delete the related expense entry.

• You may also delete all Categories and Expense Items in one action, provided that there are no related records, as explained above. Use the menu: "Actions → Delete Categories and Items of Expenses".

Απογραφές:
• 	In the CASH INVENTORY form, you record the total amount of money you currently have in cash and in bank accounts (all together) before you start entering your expenses.


• 	Ideally, it would be best to track Cash and Bank Deposits separately, but we avoided this to keep the application simple. However, if there is demand for this feature, we will adopt it in the future. In any case, nothing essential changes.

Πληρωμές:
Στη φόρμα των ΠΛΗΡΩΜΩΝ ΠΡΟΜΗΘΕΥΤΩΝ καταχωρούμε τα ποσά που δίνουμε στους Προμηθευτές, στους οποίους χρωστάμε, διότι αγοράσαμε "επί πιστώσει".

Έσοδα:
•	 In the REVENUES form, you record your various income (salaries, rent, etc.).


•	 There are two main fields: SOURCE (who is paying) and CATEGORY (the type of income).


•	 If you have a new SOURCE (sponsor), as soon as you type the name, the program recognizes that it does not exist and opens the Sponsors form so you can register it.
Also, the Sponsors form opens if you double-click on the SOURCE field. This applies to most fields that store values.


•	 The CATEGORY field works differently. Although it stores values, these are saved directly in the current record—they are not recorded in another form, because they do not come from somewhere else, as is the case with the SOURCE field, where the values are retrieved from the Sponsors.
Here, the source is an internal list of values (endogenous) and not an external table (exogenous).

Έξοδα:
•	 The EXPENSES form is the only complex form. It consists of two parts:
the main form, where you enter the various details of the document, and the subform, where you enter the types of expenses and their amounts.


•	 The fields that store values are: DOCUMENT – SUPPLIER – PAYMENT METHOD – BANK – COMMENT.


•	 Among these, SUPPLIER and BANK receive external values from the corresponding tables.
That’s why, when you type something new, the relevant form automatically opens to record it there. Once you save it, it will also appear in the Expenses form.
The Suppliers form, because it is frequently used, can also be opened by double-clicking on the field.


•	 In the EXPENSES form, two fields have been added at the end: DUE DATE and SETTLEMENT DATE.
In the first, you enter, when necessary, the date by which you must carry out some action, and in the second, you enter the date when this action was completed, so it is shown as finalized.
If you want to see what pending actions you have, click the binoculars icon in the top right corner.


•	 Also, in the Expenses form, when you record the individual expenses in detail, a field opens where you see two columns:
the first with the expenses, and the second with the categories of the expenses.
First, locate the Category in the second column (it is easier because it is in alphabetical order), and then look to the left, in the first column, to select the specific expense you are searching for.
However, if you remember the name of the Expense, you can type its initials and it will appear immediately.
This will become easier once you get familiar with the expense names.


•	 If it is a new Expense Type or even a new Category, the program will guide you by automatically opening the relevant forms at the appropriate moment so you can make the new entries.
Additionally, there are the NEW CATEGORY and NEW EXPENSE buttons, which you can use to open these forms whenever you wish.

Εύρεση:
•	 From here, you can perform searches to find anything you are looking for.


•	 You can combine different search criteria by using more than one filter at the same time.


•	 The search results are displayed in a form.
If you want to open a specific record, you can double-click the first field or click the “SHOW RECORD” button.


•	 In these views—as in all others that have the form format (in Access) and not the report format—you have the ability to apply any sorting or filtering you wish, exactly as you do in Excel.
Therefore, you can adjust your printouts to fit your current needs and get information you could also obtain from other reports.

Εκτυπώσεις:
A)	First of all, we can produce three types of movements:


•	CASH MOVEMENT: Income – Expenses (total).
•	CARD MOVEMENT: Expenses (by card).
•	SUPPLIER MOVEMENT: Expenses (by supplier).


Note:
In CARD MOVEMENT, only the records made via Card are considered.
In the other reports, all records are included.

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B)	We can also produce another three types of movements/statements:


•	STATEMENT OF RECEIPTS BY SUPPLIER
•	STATEMENT OF RECEIPTS BY SUPPLIER AND EXPENSE CATEGORY
•	STATEMENT OF RECEIPTS BY SUPPLIER – CATEGORY – EXPENSE


You can display any record you wish by pressing the “SHOW RECORD” command or by double-clicking in the DATE field.
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C)	Finally, we can also produce the above movements/statements, but only for the expenses that count for the Tax Authority, i.e., those that are reported in code 49 of the tax declaration as “Family Expenses.”
However, it is not enough that they simply belong to these categories—they must also have been made by card or e-banking; otherwise, they are not accepted.


Below, both categories are presented, regardless of whether the second does not count, simply to help you see what amounts you are missing for your tax deduction and to pay attention in the future.

Στατιστικά:
•	 There is a wide variety of statistical reports from which we can extract many useful insights.
In fact, the application allows for longitudinal comparisons if we use it for more than one year.


•	 It is worth taking the time to look at them one by one so that we know what information each report provides and we can refer to the most appropriate one whenever needed.


•	 It is important to understand that the greatest value and usefulness in an accounting program lies in the statistical information.
These insights help us understand how we are doing, prevent unpleasant situations, and continuously improve.


•	 Most of the statistical reports include an embedded chart, so they also cover graphical representation.


•	 Attention: In the three cases of the “monthly” reports, which are in Access report format, when you want to close them, you must click in the top left corner on “Print Preview” and then in the top right corner on “Close Print Preview.”
This is because, unlike other reports, they do not show the usual X (the report close button), but only one X, which belongs to the program itself—and if you click it, the program will close entirely and exit.
In practice, remember that when a window is open, there should be two “X” buttons in the top right: one for the program and one for the open window.
When you see only one, that is the program’s X, and you must follow the procedure described above.

Γραφικά:
*   Τα γραφικά, δυστυχώς, δεν εμφανίζονται πάντα, ανάλογα με την έκδοση του Microsoft Office που έχουμε. Μερικές φορές, αρκεί να κάνουμε δεξί κλικ, μόλις ανοίξει το σχετικό παράθυρο/φόρμα. Αλλά και να μην ανοίξουν, μην ανησυχήσετε, παρέχεται γραφική απεικόνιση και στις στατιστικές καταστάσεις. Βέβαια, δεν είναι τόσο ακριβείς, όσο τα διαγράμματα, αλλά είναι αρκετά κατατοπιστικά!
  
 *   Και εδώ, επίσης, μόνο με πειραματισμό μπορούμε να διαπιστώσουμε τι ακριβώς πληροφορίες δίνει το κάθε διάγραμμα, ώστε να ανατρέξουμε, όποτε χρειαστεί.

Ενέργειες:
Here you will find the following commands:

* With the first command, you save your entire database in the folder “MyExpenses Backups,” which is located inside “Documents.”
It is advisable to do this every time you work.
The saving happens automatically with a single click.

* With the second command, you can save a report in Excel file format.

* This way, you can print any reports you want and adjust them as you wish, making use of Excel’s formulas and functions.

* With the remaining commands, you can perform various mass deletions, depending on what you need.

* However, under no circumstances are the essential elements necessary for the program’s operation deleted, such as DOCUMENT TYPES, PAYMENT METHODS, and many other components that are not visible but work in the background—so there is no need to worry about them.

* Nevertheless, to be absolutely sure, when you intend to perform any kind of mass deletion from the “Actions” menu, it is recommended to first test it on a copy of your application so you know exactly what will happen!

Βοήθεια:
•  Summary Guide: Displays a summary of the basic functions.


•  Program Analysis: Provides more detailed help regarding the operation of the application.


•  Change of Title: Allows you to set your own title that will appear from now on as the application’s title.


# tblResults

ΚΑΤΗΓΟΡΙΑ:
Cleaning Supplies (Detergents, Paper Goods...)


# tblUnion

ΣΧΟΛΙΟ:
Να θυμάμαι να βάζω την Πέμπτη που έχει προσφορά


# Εξοδα

ΣΧΟΛΙΟ:
Να θυμάμαι να βάζω την Πέμπτη που έχει προσφορά


# Κατηγορίες Εξόδων

ΚΑΤΗΓΟΡΙΑ:
Cleaning Supplies (Detergents, Paper Goods...)


# ΤΑΜΕΙΟ

ΚΑΤΗΓΟΡΙΑ:
Cleaning Supplies (Detergents, Paper Goods...)


# Υποκατηγορίες Εξόδων

ΥΠΟΚΑΤΗΓΟΡΙΑ:
Fast Food (Sandwiches, Souvlaki, Gyros, etc.)


