Ashley_Jackson - profile

Ashley_Jackson · Jan 25, 2023

I can't for the life of me figure out what's happening with this one transaction in the personal finances base I've been building. Would you guys take a look?These are two of the same type of transaction for comparison. The top transaction calculat...

Ashley_Jackson · Jan 24, 2023

Hey guys, I've got a new challenge in my quest to create a base for tracking personal finances. A quick review:TablesCategories (I call them buckets)TransactionsDesignationsTransactions are either entered manually or bulk imported via csv from my ba...

Ashley_Jackson · Jan 23, 2023

Hello again! I am developing a base for use in tracking personal financial budgets. If it works well, we will probably adapt it for use with our non-profit as well. Here's the general structure:TablesCategories (I call them buckets)TransactionsDes...

Ashley_Jackson · Jan 19, 2023

I'm attempting to prep a table for import and need to recreate a concatenated formula field that includes a date field formatted like this:Can anyone identify this format for me? Thanks!

Ashley_Jackson · Jan 19, 2023

Hello all! You guys have been so helpful in the past, I've got a new question to share tonight! I am working on a base to track finances. We categorize all our expenses (and income) and then budget for those categories. I need to assign a categor...

Ashley_Jackson · Jan 26, 2023

Hey Ben, Wow, this is fascinating! I suppose it's not actually affecting MOST of my base. The category totals and balances still calculate correctly. The only place it messes up is in the transactions table. I have a grid with several filters set...

Ashley_Jackson · Jan 25, 2023

I had not thought of that. At the moment, I don't have it structured for multiple accounts... just different categories... and I can't even work out the formula for that lol!

Ashley_Jackson · Jan 24, 2023

Hi Micki, Thanks for chiming in - I think I understand your suggestion: enter two transaction records for -$71 and another for +$100. If I understand correctly, that is how it will ultimately end up. But I would still need a solution for the meant...

Ashley_Jackson · Jan 24, 2023

I have actually employed exactly this strategy for dealing with the amount of the transactions - debits need to be negative but I couldn't remember to enter the negative sign haha - so I made the entry field be positive and then used a formula to cha...

Ashley_Jackson · Jan 21, 2023

Hi Ben, I have been able to reproduce everything except two things:For some reason, my timestamp is loading as 00:01:00 instead of all zeroesThe timezone at the endAny suggestions for me? Thanks!

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Formula calculating to -$0.00

Formula to calculate debits and credits for personal finance

Personal Finance Budget Base - How to calculate monthly expenses

What datetime format is this?

How to structure base for tracking finances with split transactions

Re: Formula calculating to -$0.00

Re: Formula to calculate debits and credits for personal finance

Re: Formula to calculate debits and credits for personal finance

Re: How to structure base for tracking finances with split transactions

Re: What datetime format is this?