Hi, Looks a very interesting project, I would love to do it. It will take a bit of doing but but it will work. I am not allowed to send files unless you contact me first but, if you do, I will do a bit of sample work on your files, starting with concatenating month and year of purchase with the customer's name, then using =countif . I have been developing applications in both Access and Excel for 20 years with extensive use of advanced functions, formatting, static and dynamic charting, VBA and event programming. I have developed several applications for Freelance clients, please see Feedback and examples in Portfolio. I am UK based, a native English speaker, available on Skype and currently on UTC+1. I can do this and would love to work with you. Regards David