Free coffee for help on a formula ☕️
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I’m a bit lost when it comes to formulas. I was hoping someone would be able to help me out! I set up my personal budget with Airtable as you can see with the linked photos.
I have one table for my budget. This has a category column to show what/where money is being spent, as well as, my ideal budget and a column for how much I actually spent.
The second table is for what I spent money on.
Is it possible to total what I spent, grouped by category, then get the sum but only with the same category and send that sum to my “budget” table column “spent”? Then I will be able to track my ideal budget next to what I actually spent. I will be tracking the spends with a form view to add receipts, total’s and category whenever I spend money.
The way to do this is to use a Rollup field in the Budget table - something like this:
Looking at your question, I wondered whether your Budget is actually a monthly budget and so I thought I would add how you could also show a total for the current month.
This requires a calculated field in the Spends table (and a date field):
You can then use another Rollup field in the Budget table to show you a total for the current month - and your tables would look like this:
Spends
Budget
I hope this helps.
Julian
