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Apr 27, 2021 01:35 PM
Looking to gather my monthly income(Sold inventory) and subtract it from all monthly expenses(utilities, property lease, office supplies, warehouse supplies, advertising, etc…) How can I create a formula or automation in order for this gross monthly income tab to work? Thanks
Apr 27, 2021 01:43 PM
Instead of all those tabs, I would put all your records in one table and categorize them by a single-select field called “Category”. Then you can create different views for your different categories, and you can summarize with the summary bar.
Apr 27, 2021 01:47 PM
That sounds interesting. Would you be able to show me a few steps starting it? Also, how would I be able to track it monthly? I would like a monthly running tally. Thanks
Apr 27, 2021 01:52 PM
I’ve created a free training course on Learning Airtable here:
Apr 27, 2021 03:58 PM
Thanks, I was able to figure it out. Its perfect
Apr 27, 2021 04:14 PM
Looks beautiful! Congratulations! :slightly_smiling_face: