I’m looking to build something that seems pretty straightforward, but yet, I’m unable to achieve.
I want to manage yearly budgets and add expenses that are linked to a specific budget year. This part is pretty simple with a budget table with a record for every year, and another table for expenses where I specify the amount and the budget it is linked to.
Where I’m having trouble is having the SUM amount of all the expense records linked to that year. within the budget table. I would use a rollup field a configure a SUM of the amount field within the connected expense table, but I can only hard code a specific value and not dynamically link it to the corresponding year.
Example :
In the Expenses table :
Expense 1 | $300.00 | Year 2025
Expense 2 | $500.00 | Year 2024
In the Budget table :
Year 2024 | [SUM amount expenses for 2024]
Year 2025 | [SUM amount expenses for 2025]
But in the rollup field, there it is not possible to create a condition based on the year field value.
Is there another way to achieve this? It’s a pretty simple budget management feature as I see it.
Thank you!
