I'm building an application for a friend and I'm struggling with a concept. There are currently 4 worksheets ('Client Info','Client Measurements','Financial Tracker','Variables'). The Client Info sheet holds core info such as bio and service details (Start Date, Amount, Payment Frequency - all split by service type). This information can change if the Client selects a new service, the amounts change and/or the payment frequency changes. I want the Financial Tracker sheet to track the payments due as each pay period comes up.
I'm having trouble envisioning the best way to code for the Financial Tracker sheet to read the Client Info sheet, to pick up the correct line and predict the next payment due, based on amounts and payment frequency. Would it be better to keep a single record per Client or to create a new line every time something changes? There is an Updated column on the Client Info sheet that I could leverage. I was also debating on adding a Status column that is changed from "Active" to "Inactive", if a new record is created.
Thoughts on best approach?
I'm having trouble envisioning the best way to code for the Financial Tracker sheet to read the Client Info sheet, to pick up the correct line and predict the next payment due, based on amounts and payment frequency. Would it be better to keep a single record per Client or to create a new line every time something changes? There is an Updated column on the Client Info sheet that I could leverage. I was also debating on adding a Status column that is changed from "Active" to "Inactive", if a new record is created.
Thoughts on best approach?
