Thanks for reply. Yes I know about filters but still need to duplicate figures to appear under different categories (fields) To clarify I have an original field of figures and want to duplicate them to show under different field headings for accounts purposes.
I have now worked out how to get the figures to display as I want using rollup/lookup but both require a linked record to work so I need to link them. Doesn’t matter in theory whether in the same table or a new as will have to set up roll/lookups either way.
But going forward I want them to link automatically when new transactions are added in the master table.
So my question is now the quickest way to link multiples records to each other. So have tried copy and paste but randomly I end up with multiple records linked to each other - I only want one to one.
I have just duplicated the primary field and converted it to a linked record so that works now to set looks up in master table but now that means I have to do it manually each time where if I create new table I can use automations.
Was trying to add screenshot but laptop gone on go slow!