I currently have a spreadsheet in which I enter my daily sales records and bank balance for each day. I use the previous day data to calculate the bank balance difference and sales data. I was wondering if there is a way I can replicate the same behaviour with Airtable?
Here’s one way (but you need two extra columns to do it): You can have a “Previous Day” column which links to the previous day, but you need to set that manually for each row. Then use a Lookup field “Previous Day Balance” to pull the balance for the previous day. Then the current balance could be a formula which adds Today’s Sales (aggregated by sum using another Rollup field) plus Previous Day Balance.
It’s possible, but clunky, depending on how you structured your base.
Shameless plug: you might be interested in my product which syncs bank transactions to Airtable automatically: Fintable.io.
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