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Budget tracker summary report

Topic Labels: Base design
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Attached is an example summary report from a budget tracker Google Sheet template I’ve used. I’m wondering if it can be easily recreated in AirTable with AT’s built-in features.

Base structures would include tables for estimated expenses, actual expenses, payments made and more. Summary page would include calcs to show difference between estimated vs actual grouped by category and overall summaries as indicated.

If it can’t be done easily in AT I’m back to Google Sheets.

Budget 12-16-17

1 Reply 1

 Nice report and shameful it is "silence" from the Airtable team. I have similar requirements for complex reporting. The reality is you have to automate the extraction of data to a better reporting platform. So you are stuck with Sheets. I do hope if Airtable wants to achieve the pivot the enterprise they need better visualization