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Question

extension like "Summary" that allows for a subtraction?

R
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Airtable has come a long way from when I first started where I had to pair it with Excel to get earnings and cashflow projections for my small freelance business. I now have four extensions that give me data I used to have to calculate with Excel, but I’m missing the fifth that would let me ditch Excel completely, and this extension needs the following formula: Projected Available Next Month - Fixed Number=“Left to Earn (negative)/Rollover (positive).”

I have the first part to get these numbers and then I have the method to use the answer of the equation to redistribute those numbers in AT according to whether I’m short or flush, but I cannot get that middle calculation in AT.

FWIW because my income is so variable, this data lets me even out my earnings and pay myself a regular paycheque. I started doing it manually on paper, then with Excel, then I started in AT and continually improved my base as more features came available. I really want to get to the point that I can ditch Excel and just use AT and my accounting software. 

Any thoughts? Thank you!

Rae

 

2 replies

Mike_AutomaticN
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Hey ​@Rae_Crothers!

Would you mind sharing some more details on how your base is set up? What tables do you have? What fields on each table? (high-level) 

Thanks!

Mike, Consultant @ Automatic Nation

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    Rae_Crothers
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  • Rae_Crothers
  • Author
  • Inspiring
  • 23 replies
  • April 3, 2025

I have five tables: Queue,  Orders, Invoices, Clients, Rates. All tables have a numbers of views that filter using check boxes and single select drop-downs.

I enter a new client order in the Orders table, selecting the client and rate by looking up those tables.

I manage my calendar in the Queue table, where I pull up the order and then track the days, time worked on it, and other information. That data is rolled up in various views in the Order Table.

This is how the extensions get data:

  1. Month Earned=Orders Table, “Current Month” view, sum of the “Earned” field that is a rollup calculation from the Queue table.
  2. Projected Earnings This Month=Orders Table, “Current Month” view, sum of the “Total” field in that table that is a multiplication of the manually entered Estimated Job Length and Rate fields.
  3. Available This Month is the same as 1 but uses a different view with a different month filter
  4. Available Next Month is the same as 2 but uses a different view with a different month filter

I hope this is clear. I’ve been building my AT for years and don’t remember how I put everything together, especially the total rollups as I’ve never been able to get that feature to work again since I first got these calculations working.

Thank you!

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