MS Access - Subform, Filtered by date then grouped by category

[steveJCUK]

I've been working on this for the past few nights and cant seem to make it work, if anyone can offer any guidance I would be grateful.

 

Table: Transactions: ID,Date,Title,Category,Value, Budget Name

Table: Budget: Budget Name

Budget Years: Budget Name, Date From, Date To

 

Form entitles Budget, Fields : Date From, Date To, Budget Name

 

So within the form budget I have a subform which I want to group the categories and get a total value. THE tricky part is, I only want it to include values from the budget specified in the form and the date range of the form.

 

Tweaking my approach, I can do one or the other but not both!

 

Thanks.

 

Steve

[spadam]

Any chance you can share your database.. It's hard to understand exactly what you're trying to do from your description... Specifically I am not clear on what the Budget Years table represents and what fields from which tables are included in your form/subform. Also, is the form for data input or just for search and display records?