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Looking for a dedicated Gross monthly income/loss Tab

Topic Labels: Automations
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Yaroslav_Yasins
5 - Automation Enthusiast
5 - Automation Enthusiast

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? ThanksScreen Shot 2021-04-27 at 1.34.54 PM

5 Replies 5

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.

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

I’ve created a free training course on Learning Airtable here:

Yaroslav_Yasins
5 - Automation Enthusiast
5 - Automation Enthusiast

Thanks, I was able to figure it out. Its perfectScreen Shot 2021-04-27 at 3.57.22 PM

Looks beautiful! Congratulations! :slightly_smiling_face: