Totaling multiple fields based on month

[Dbucks]

Hey Airtable community,

My service business has multiple income streams, ranging from one-time to ongoing projects.

I am attempting to create a table that can total both one-time revenue and requiring revenue for the month that income comes in. I am having a hard time getting my head around how to do this.

I first have a date column with the date the project started and then a formula column that formates the date to just the month so that I can group by month.

Currently, I'm only accounting for one-time revenue. I was thinking I could create another date column with automation to duplicate on the same day every month for recurring payments. 

From here, I don't know how I would total both one-time and recurring payments in a given month?

Any help would be greatly appreciated!

[Lom_Labs · Accepted solution]

Hello Dbucks, if I am understanding you correctly I think you can do this with an automation.  Use a formula field to display the month, quarter or year value of that record as you have already done, and use the automation to copy that value into a linked field to the appropriate table.

Here is a template that you can use

  

[Dbucks]

Okay, great. Thank you, this was really helpful!