I currently manage a budget on Airtable.
I have a list of all of my live expenses (In a table called live expenses) which I upload daily. E.g. supplies expense which the matching GL code.
I have another table called actual which I compare to the budget.
I’d like to have all transaction from the live table added in to this table.
For example all of the Sales income be added up and added into the actual Sales income line.
Any insights would be highly appreciated.
Welcome to Airtable Community !
There are several ways to do what you are looking for (depending on your needs). I would suggest one way as follows:
In the Live Expenses table, create a Linked Field to Actual Expenses Table with whatever categories you want (Sales Income, Supplies, etc.)
In the Actual Expenses table, create a Rollup Field (or 2, one for the expenses and one for the income) and Rollup the values of these items from Table 1 as you require.
If you need more help, feel free to ask.
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