Thank you @TheTimeSavingCo ! I love that idea of using the IF formula to combine the dates! Brilliant!
Unfortunately, I'm struggling w/ creating an automation to handle the linking multiple rows on the Combined Transactions page. I've figured out how to do it manually, but haven't figured out how to link w/ automation. I'd be grateful for any tips. I know once I can overcome this - a whole new world will open for me in AT. Thank you!
Hm, what do you mean when you say 'linking multiple rows on the Combined Transactions page'? I was under the impression each record in "Income" and "Expenses" would be one record in "Combined Transactions", so if "Income" had 5 records and "Expenses" had 15 records, there'd be 20 records in "Combined Transactions"
If my impression is correct, I would create an automatioh that triggers when a new record is created in "Income", and its action would be to create a new record in "Combined Transactions" and link it to the triggering record. I'd create the same automation for "Expenses"
Just wanted to follow up on your helpful advice. You were correct about the end result I was trying to achieve.
The point that I was tripping on was the data was already in Expense and Income Tables. I was able to create an automation that updated my Combined Transactions by creating a new Checkbox Field I titled, "Add to Combined Table." I used that marked checkbox as a trigger in my automation to make the automation run and move the info from the Expense or Income Table to the Combined Expense Table. Thanks for helping me work through this!
I don't know if there is an easier way to do that, but that was the way I found that worked for me when I have pre-existing data in my tables.