Easily stay on top of your expenses with Airtable

[@thinktanker_org]

This is super helpful, thanks for these videos!

[@filipdvorak2271]

Awesome video. Been looking for something like this for a while. Thanks!

[@comleonmoto]

Super nice and clear video, thanks! Do you know if there is a way to go one step further, i.e. creating a system that mimics a bank statement? I'm looking for a way to enter my expenses and revenues and get my bank account balance. I think Airtable doesn't allow for such formulas as : Balance (line N) = Balance (line N-1) - Expenses (line N) + Revenues (line N). Am I clear enough ?🤔

[@AutomateAlltheThings]

You can do that using rollups! Basically you attach every record to a bank account and then rollup the sums, to get a true bank statement you'll have to roll up base on calendar months but if you simply want a balance statement a roll up should do!

[@comleonmoto]

Thanks a lot for your quick answer @@AutomateAlltheThings. I was thinking about that, but I can't figure out how to use rollups in that case. Mostly beacause we would have to work both accross rows and accros columns.

[@AutomateAlltheThings]

@@comleonmoto There's really no such thing as "rows" and "columns" in Airtable -- each transaction (a record in your transactions table) should be tied to an account (a record in your accounts table) through a linked record and then you can roll up the value of all of the transations at the account level which will give you the current balance for that account. You probably don't have the right structure in your airtable base if you're not able to roll up

[@jessemiles5856]

Considering buying your course. Does it get updated as Airtable brings in new features?

[@AutomateAlltheThings]

Hey Jesse! I do update it as airtable adds new features.

[@pon00050]

On AirTable, is there a faster way of creating totals for each account/category of expenses? I'd hate to be spending time to create those individually.

[@AutomateAlltheThings]

Hey @pon0050 yup! A few different ways: Create a formula field that checks the vendor and auto groups. Most expenses are at the same locations (Groceries, transport, gas) and then "manual fill" if it isn't something you already have categorized. You can even have an automation that copy pastes that value into a single select Tools like Fintable will suggest a category Final way is to run a script when a record is created that has a similar setup to the formula above (IF name = XYZ then category = some category). The advantage of this method is that you can simply update the value in the field

[@GiftedBrandingStudio]

Awesome! This is exactly what I need to see and keep track of what I’m spending money on and how much is left within my assigned budget. Is there a way you can do a video to expound on this particular set up? Like if someone has 20 categories. Your reply explained a faster way but reading it is different from seeing it, some of us are visual learners lol. Thanks so much if you are able to do this.

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