Tracking charity pledges

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5 - Automation Enthusiast
5 - Automation Enthusiast

I’m building a base to track financial pledges, which will be paid over time, for our charity’s capital campaign. Have donors in one table, pledges (and payments) in another, and can use Rollup to calculate remaining balance for a pledge, but would also like to build a forecast that shows when pledge payments are expected. Some pledge payments are made monthly, some are quarterly, some are annual, and all (for the most part) have a specific end date. Anyone have a good example of how they’ve accomplished this, or ideas about how to create a forecast like that?

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