Hi @Andrew_Davies,

Do you want the two tables to be linked automatically when a transaction is recorded? This is my assumption. It would take a script to run on the transaction table to link any unlinked record with periods. A general sense of the script would be to identify unlinked records, identify period for transaction for any given record and then link them. Sorry if that sounded like a “duh” statement.

A workaround, if you didn’t want to write a script, is to do the if statement in transactions to identify the period and then link manually. Yeah, it would probably be more annoying to write than not but there may be a way to write it where there isn’t a bunch of nested ifs.

I noticed the begin dates for the two years you listed are different. Is this the case or just unique to the first year?

Thanks,
Chris

Thanks for your answers - much appreciated.

I worked a way around it. My “Year 1” runs from anytime up to the 31st May 2022. Then years 2, 3, 4 etc run from 1st June to 31st May each year.

So I did a formula that deducts 6 months off the date, then took 21 off just the year value. A bit of concatenating after and I have Year 1, Year 2 etc.

A bit clunky - but works! I took a look at scripts - but this worked well.

Thanks so much again,
Andrew