Accounting System filtering

[Ivan_Carlson]

I have an accounting system base using the double-entry bookkeeping method. The user does not have to be concerned about debits or credits because the base is designed to deal with it behind the scenes. For example, to increase an account balance, enter a positive amount in the transaction line item junction table (called Ledger table), and visa-versa (the transaction table is called Journal). The base includes various analysis reports, charts, graphs, reconciliation views, aged reports to show what’s overdue, accrual accounting, funds, multiple currencies, job costing, financials, etc. (Airtable Blocks available in the Pro version features Pivot Tables, and Charts, etc. are really useful!).

I’m trying to filter on two accounts, grouped by aging category, where the transactions are not cleared (i.e., are outstanding). The last filter added (see screenshot) in the Filter dialogue box does not allow me to change the OR to an AND. I’ve tried various combinations but I don’t get the desired result. I can filter one account only, then do the filter on cleared, but I cannot seem to add more than one account?

[Ivan_Carlson]

REVISED!

Airtable

Accounts - Airtable Universe

Track your finances with Airtable using the cash or accrual basis of accounting. ​ The Accounts table is your trial balance or listing of accounts with...

[Ben_Orozco]

Great work @Ivan_Carlson, kudos!

[Dominic_James-M]

Hi Ivan, really interesting, just what I was looking for. Will have a good look and see if it works for me.

Strikes me that this kind of product would really benefit from an ‘open source’ model, there must be so many people out there who would use, add new features, use cases, fix bugs etc. and in general people are trying to get to the same thing (a GAAP / IFRS compliant accounting base). Don’t know how that would work in the airtable community, but just a thought.

Either way I’ll feedback any thoughts / ideas or new features I build.

Thanks again!
Dominic