Hello again! I am developing a base for use in tracking personal financial budgets. If it works well, we will probably adapt it for use with our non-profit as well. Here's the general structure:
Tables
- Categories (I call them buckets)
- Transactions
- Designations
Transactions are added as money is spent or earned. Each transaction can be assigned to one or multiple categories via the designations join table.
Each category is assigned a budget. I want to total all designations by bucket broken down by month WITHOUT having to change filters on a rollup field. Is this possible?
TIA!