Hello! I need some help of this community because I lack the knowledge to develop formulas.
I trying to create an automated financial system using some linked tables inside a base. I have expenses categorized in a field with the options ‘‘Credit’’ and ‘‘Debit’’, which I use to separate the payment methods. The expenses also have a ‘‘Date’’ field and a ‘‘Cost’’ field. I want to create a field using a formula that brings me the data from the ‘‘Cost’’ field if the expense is payed in ‘‘Credit’’ within a specific month (actual month) in order to separate this values so I can link them to another table and use a simple SUM formula to calculate my total expenses in Credit for the actual month.
So its something like: If method of payment = Credit, If date = actual month, ‘‘cost’’
I know I could simply use a filter view to see only ‘‘Credit’’ records, but as the data will be linked to another table for other operations, I cant.
I would be extremely grateful if you could help me in this!