Help needed! - Creating Credit Card Outstanding Balance

The easiest thing for you would be to convert your existing “credit card used” field to a linked record field, because:

In your transactions table, each transaction needs to link to one of your credit cards in your credit cards table.

So you will need to create a linked record field in your transactions table, in order to link each transaction to one of your credit cards.

After you create a linked record field in the transactions table, Airtable will automatically create the “reverse linked record field” in your credit card table.

You would then create your rollup field in your credit card table, using that “reverse linked record field” as the link.

Hope this helps!

If you have a budget and you’d like to hire the best Airtable consultant to help you with this or anything else that is Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld

Hi ​@wkcai !  Nice to meet a fellow miles chaser!

For your issue, try the following:

1. Right click the ‘Credit Card Used’ field header
2. Click ‘Edit field’
3. Change the field type to ‘Link to another record’ and select the ‘Credit Card Dashboard’ table
   1. This’ll automatically link up all your existing data
4.   In the ‘Credit Card Dashboard’ table, create a rollup field with the ‘Amount’ field, and use the formula ‘SUM(values)’
   1. This’ll show you the amount for each card

You mentioned wanting the outstanding balance though, and so there are a couple of other things that I think we might have to do:

1. Log the statement period of each card so that we know which statement the transactions will be part of
   1. Not too sure how we’re going to handle whether the card uses posting date or transaction date though.  Does each card usually have the same time delay for posting date?  If you’re keying in the data from the CC statement this isn’t an issue though
2. Create a new table where each record represents a single credit card and a single statement period, linked to the relevant transactions, called ‘CC Statements’ or something
3. Create a new table where each record represents a single credit card payment, linked to the CC Statements table

And with this you’d be able to log the actual outstanding vs paid amount for each card

---

Getting the data into Airtable is also another whole thing unto itself though.  Are you keying in all the data manually right now? With the AI fields, I think you could upload the statement PDF and get it to convert it for you into individual rows

I built a thing awhile ago that would convert the credit card email alerts into Airtable records but that plugged into Google Apps Script directly