# Creating a yearly Budget **URL:** \ **Category:** Get Help\ **Created:** [November 23, 2024, 11:57am UTC](https://community.fibery.io/t/creating-a-yearly-budget/7842 "2024-11-23T11:57:46Z")\ **Posts on this page:** 11\ **Page:** 1
**Author:** ![Jonathan1](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/jonathan1/32/10038_2.png) [@Jonathan1](https://community.fibery.io/u/Jonathan1)\ **Post date:** [November 23, 2024, 11:57am UTC](https://community.fibery.io/t/creating-a-yearly-budget/7842/1 "2024-11-23T11:57:46Z")
Hello, I’m trying to build a yearly budget but I’m stuck at a certain level. I have the following structure : ![image](https://us1.discourse-cdn.com/flex020/uploads/fibery/original/2X/e/e4c8acf5871ca6babdb39fe9c724c0911cdab770.png) I’m able to sum the Items related to a specific Category but I’m not able to filter by Budget. I want to build a List view that shows the total per Category and per Budget. ![image](https://us1.discourse-cdn.com/flex020/uploads/fibery/original/2X/1/1674ec3fe5886821ec9b971943bbe3d27041c6a3.png) What I do currently to calculate the cost at a Category level : > Items.Filter(Category.Name = [This TEST-Category].Name).Sum([To Budget]) So Budget filtering part is missing and I’m not able to understand how I can do that. I also want to create a Smart Folder that group the Items by Users. The first level should be User then Budget. ![image](https://us1.discourse-cdn.com/flex020/uploads/fibery/original/2X/b/bcd78f844b78a206a28dd84cb835a0a0426ced28.png) Thanks for your help. Jonathan ---
**Author:** ![Chr1sG](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/chr1sg/32/3941_2.png) [@Chr1sG](https://community.fibery.io/u/Chr1sG)\ **Post date:** [November 23, 2024, 1:51pm UTC](https://community.fibery.io/t/creating-a-yearly-budget/7842/2 "2024-11-23T13:51:58Z")
So an Item can belong to multiple Categories, but a Category can only have one Item. Are you sure this is what you intend? > [@Jonathan1](#): > > I’m not able to filter by Budget What would it mean to ‘filter by Budget’? Maybe worth providing some sample data, together with an explanation of the specific outcome you are hoping for. ---
**Author:** ![Jonathan1](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/jonathan1/32/10038_2.png) [@Jonathan1](https://community.fibery.io/u/Jonathan1)\ **Post date:** [November 23, 2024, 10:04pm UTC](https://community.fibery.io/t/creating-a-yearly-budget/7842/3 "2024-11-23T22:04:24Z")
> [@Chr1sG](#): > > So an Item can belong to multiple Categories, but a Category can only have one Item. Are you sure this is what you intend? One Item can be linked to only one Budget. ![image](https://us1.discourse-cdn.com/flex020/uploads/fibery/original/2X/f/fabd9d25ed3d06000fdb92746fe6b99d51f75bb6.png) One Item can be linked to only one Category. ![image](https://us1.discourse-cdn.com/flex020/uploads/fibery/original/2X/1/18b1722505a67a8c8d0a5536ce09703db4007c27.png) > [@Chr1sG](#): > > What would it mean to ‘filter by Budget’? The following screenshot shows the Items per Category and per Budget. On the right side, you can see the calculation of the total cost of every Item per Budget and per Category. - At a **Budget** level, I want the Cost calculation of every Item for this Budget. This currently works. – For Budget 2025 : **test2** + **test3** = 50$. – For Budget 2026 : **test** + **test4** + **test6** = 100$ > Items.Filter(Budget.Name = [This TEST-Budgets].Name).Sum([To Budget]) - At a **Category** level, I want the Cost calculation of every Item for this Category and for this Budget. This currently don’t works and that’s what I’m trying to solve. The calculation do not take into account the Budget, only the Category. So if I have different Items on different Budgets but on the same Category, I’m not able to do the difference. > [@Jonathan1](#): > > ![image](https://us1.discourse-cdn.com/flex020/uploads/fibery/original/2X/1/1674ec3fe5886821ec9b971943bbe3d27041c6a3.png) The result of **Category A** on **Budget 2025** should be 30$. But as the calculation don’t take into account the Budget, it takes the Cost value of **test3** and **test4** , that’s why the result is 100$ instead of 30$ on Budget 2025 and 70$ on Budget 2026. I don’t know if I’m doing wrong my relations or if there is something I don’t know how to do on formula. ---
**Author:** ![Chr1sG](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/chr1sg/32/3941_2.png) [@Chr1sG](https://community.fibery.io/u/Chr1sG)\ **Post date:** [November 23, 2024, 10:26pm UTC](https://community.fibery.io/t/creating-a-yearly-budget/7842/4 "2024-11-23T22:26:50Z")
Your first image showed Categories as having 1 Item and Item having multiple Categories. ![image](https://us1.discourse-cdn.com/flex020/uploads/fibery/original/2X/e/e4c8acf5871ca6babdb39fe9c724c0911cdab770.png) but maybe that’s a bug on our side 😧 > [@Jonathan1](#): > > At a **Budget** level, I want the Cost calculation of every Item for this Budge This should be something as simple as `Items.Sum(Value)` where Value is the name of the currency field in the Items db. Not sure why your formula needs to be so complicated. > [@Jonathan1](#): > > At a **Category** level, I want the Cost calculation of every Item for this Category and for this Budget. Categories don’t know anything about Budgets. If you look at Category A, you seem to be asking that in one part of the view (2025) the formula amount should be $30 whereas in another part of the view (2026) the formula amount should be $70. Formula fields can only show a single unique value, no matter where this field appear in a view. ---
**Author:** ![Jonathan1](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/jonathan1/32/10038_2.png) [@Jonathan1](https://community.fibery.io/u/Jonathan1)\ **Post date:** [November 23, 2024, 10:48pm UTC](https://community.fibery.io/t/creating-a-yearly-budget/7842/5 "2024-11-23T22:48:35Z")
> [@Chr1sG](#): > > Your first image showed Categories as having 1 Item and Item having multiple Categories. > > ![image](https://us1.discourse-cdn.com/flex020/uploads/fibery/original/2X/e/e4c8acf5871ca6babdb39fe9c724c0911cdab770.png) > > but maybe that’s a bug on our side 😧 That’s what I can see currently so yes, it should be a bug if you say that’s not correct. > [@Chr1sG](#): > > This should be something as simple as > `Items.Sum(Value)` > where Value is the name of the currency field in the Items db. > Not sure why your formula needs to be so complicated. You’re right, I changed the formula. > [@Chr1sG](#): > > Categories don’t know anything about Budgets. > If you look at Category A, you seem to be asking that in one part of the view (2025) the formula amount should be $30 whereas in another part of the view (2026) the formula amount should be $70. > > Formula fields can only show a single unique value, no matter where this field appear in a view. Just to explain a little bit more the Use Case, I want to create a Budget every year. Every Category can be used in every Budget and in every Item. Every year we create new Items. The Items of older Budget aren’t modified nor deleted. So if I understand correctly what you said, it means that I only have the following options : 1. I need to renounce in calculating the Cost per Category for a specific Budget and just create a **Single Select** field to select my category. 2. Re-create every Category for every Budget _(with different names)_. Is there another possible solution ? ---
**Author:** ![Chr1sG](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/chr1sg/32/3941_2.png) [@Chr1sG](https://community.fibery.io/u/Chr1sG)\ **Post date:** [November 24, 2024, 9:36am UTC](https://community.fibery.io/t/creating-a-yearly-budget/7842/6 "2024-11-24T09:36:04Z")
> [@Jonathan1](#): > > So if I understand correctly what you said, it means that I only have the following options : > > 1. I need to renounce in calculating the Cost per Category for a specific Budget and just create a **Single Select** field to select my category. > 2. Re-create every Category for every Budget _(with different names)_. > > Is there another possible solution ? I don’t understand how you think doing #1 will help. So, i think you can either do #2 or you can use a report view to show the numbers (which is actually what I would recommend). If you use a report, you can have a table, with Items name as one column, grouped by Budget, and then a column for Value, with a [pivot for Category](https://the.fibery.io/@public/User_Guide/Guide/Table-354/anchor=Pivot-and-sparklines--7186a4e6-f24e-4474-8209-41440528082b). ---
**Author:** ![Jonathan1](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/jonathan1/32/10038_2.png) [@Jonathan1](https://community.fibery.io/u/Jonathan1)\ **Post date:** [November 24, 2024, 10:05am UTC](https://community.fibery.io/t/creating-a-yearly-budget/7842/7 "2024-11-24T10:05:07Z")
> [@Chr1sG](#): > > I don’t understand how you think doing #1 will help. #1 won’t help but according to your answers, I will not be able to do what I need 😅 > [@Chr1sG](#): > > So, i think you can either do #2 or you can use a report view to show the numbers (which is actually what I would recommend). > > If you use a report, you can have a table, with Items name as one column, grouped by Budget, and then a column for Value, with a [pivot for Category](https://the.fibery.io/@public/User_Guide/Guide/Table-354/anchor=Pivot-and-sparklines--7186a4e6-f24e-4474-8209-41440528082b). Unfortunately the report will not help too. I really want to have this information on a Board or List view as shown on the screenshot. But it’s ok, I will live without it for now. Many thanks for your time and for your help ! ---
**Author:** ![Chr1sG](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/chr1sg/32/3941_2.png) [@Chr1sG](https://community.fibery.io/u/Chr1sG)\ **Post date:** [November 24, 2024, 10:22am UTC](https://community.fibery.io/t/creating-a-yearly-budget/7842/8 "2024-11-24T10:22:43Z")
> [@Jonathan1](#): > > I really want to have this information on a Board or List view as shown on the screenshot What is the reason for wanting the info in a Board or List, rather than a Report? ---
**Author:** ![Jonathan1](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/jonathan1/32/10038_2.png) [@Jonathan1](https://community.fibery.io/u/Jonathan1)\ **Post date:** [November 24, 2024, 10:39am UTC](https://community.fibery.io/t/creating-a-yearly-budget/7842/9 "2024-11-24T10:39:28Z")
> [@Chr1sG](#): > > What is the reason for wanting the info in a Board or List, rather than a Report? Because the final Budget will not be on Fibery but on a spreadsheet. And having this information at a view level will permit to do the comparisons and check if all has been correctly reported on the spreadsheet. In this Use Case, Fibery will serve as an intermediate for members to submit their budget. Then the boss will report the requests of every one on the spreadsheet. ---
**Author:** ![Jonathan1](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/jonathan1/32/10038_2.png) [@Jonathan1](https://community.fibery.io/u/Jonathan1)\ **Post date:** [November 24, 2024, 11:41am UTC](https://community.fibery.io/t/creating-a-yearly-budget/7842/10 "2024-11-24T11:41:58Z")
@Chr1sG I think I can manage this by creating sub-items instead of using a dedicated DB for categories. An item will be an item or a “category” with items inside (sub-items). By this way I will be able to do the calculation of items inside a “category” that belong to a specific budget. I will try and will post the result. ---
**Author:** ![Jonathan1](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/jonathan1/32/10038_2.png) [@Jonathan1](https://community.fibery.io/u/Jonathan1)\ **Post date:** [November 24, 2024, 5:36pm UTC](https://community.fibery.io/t/creating-a-yearly-budget/7842/11 "2024-11-24T17:36:21Z")
It works but it does not look so good as the real Category field and it can be confused. ![image](https://us1.discourse-cdn.com/flex020/uploads/fibery/original/2X/7/7b0ff7da85af76c7bd6468b03fed37fa4dee45f9.png) ![image](https://us1.discourse-cdn.com/flex020/uploads/fibery/original/2X/d/d980b01e7bbe42ae4698a68491521bbf74b3ea4a.png) For now I will not calculate the total cost per category.