Help

The Community will be temporarily unavailable starting on Friday February 28. We’ll be back as soon as we can! To learn more, check out our Announcements blog post.

Financial reporting & forecasting

2878 2
cancel
Showing results for 
Search instead for 
Did you mean: 
yvo
4 - Data Explorer
4 - Data Explorer

Hi all!

I'm new to Airtable hoping it can help me to design an Investment Tracker including forecast reporting and graphs for the next X years.  If I have an investment which is saved in a table with eg. 

Start date
End date
Amount
Interest (per month or year)
Exit fee at end of duration
Interest payment (month/qtr/yr/rollup)

I want to get rid of the 'Excel way of working' where I have to create a large spreadsheet with 12 months a year and many fields to fill. What would be the best way or workaround to have reporting values per month/qtr/yr? 

Reporting in terms of return per... / Cash Flow per... / etc.

Thanks!

2 Replies 2
Lom_Labs
7 - App Architect
7 - App Architect

Hi Yvo, you can do this with an automation.  Use a formula field to display the month, quarter or year value of that record, and use the automation to copy that value into a linked field to the appropriate table.

Here is a template that you can use

Screenshot 2023-02-10 at 1.26.56 PM.png

Screenshot 2023-02-10 at 1.27.01 PM.png

 Screenshot 2023-02-10 at 1.27.30 PM.png 

yvo
4 - Data Explorer
4 - Data Explorer

Thx! That's a nice example. But I still have to enter every row in the Data View. How to get all those values inbetween the periode when entering only a starting date (01/01/23) and end date (31/12/26) ? For example when you enter 'monthly interest' as additional value, it should be possible to make a report or graph with alle monthly calculated fields over those 3 yrs (instead of filling out 36 rows like in Excel).