Need some guidance here as what I think should be simple is proving not-so.
I’m trying to track gifts given over time and those that are recurring annually.
I have created a column for OCCASION (single select from a list of pre-determined occasions to track), a column for OCCASION DATE (manual input) and would like to add a third column (RECURRING OCCASION) for those occasions that have static and annually reoccurring dates - i.e. Christmas. Would like to include Easter, Father’s Day, Mother’s Day in this column too - returning a date for the 1st day of the month in which they fall (not too worried about specifics here as dates change annually and figuring out a formula for that would fry my poor neurons).
The idea being that any event recurring annually I would simply have to select from the OCCASION column and the RECURRING OCCASION column would auto-populate with the specific date.
I would then create a view to show each year’s budget by month, inclusive of all events, recurring or not.