My base records trading days and transactions for a small visitor attraction that is open a few days each week.
There are two tables -
Trading days… which records the days open and the visitor numbers.
Income/Expenditure… which records any cash trans...
I think I have it, via an automation.
A tickbox in the Months table triggers creation of a new transaction record in the Trading Days table, with “Cash Movement” = Last Month CF, also Linked Month = Month, and Description “Last Month’s Balance Carrie...
Thanks for coming back on this.
I have the extra column (see below, ), but it isn’t quite right.
Line 3 {Last Month CF} value needs to be Line 2 {Total Cash} plus Line 3 {Cashflow In/Out} so the CF is cumulative. I know, Airtable won’t look at a pre...
I’m within a whisker of the full thing, but I realise not quite there because…
The aim “show the previous month’s closing “cash on hand” anywhere - which is the starting point for this month of course…” is now half met. I can show the previous month’...
Thank you for preventing the meltdown of my brain!
I was SO close.
This: " add a {Previous Month} link field to link to records in the same table." was the thing I didn’t come up with. Everything else was there, but I didn’t explore linking to the sa...
I’m using the page designer to produce quotes and invoices. I have a table to display the line items on the quote/invoice, with columns for Category, Description, Quantity, Units, Unit Price, and Total Price.
My Description field uses rich text but t...
