I’m using the fibery finance table. I want to create a view for the transactions by category
The easiest way would be to filter the transactions by their date, but because the lookup of the categories happens on the back end and not related to the filtered view, this data isn’t related to the view.
Thought of adding this as a feature request, but it changes a lot of fundimentals about the lookup. So I’m wondering if there’s another work around?
Thanks!
Not sure I understand everything you’re saying.
what is this?
Can you explain a bit more what you mean by this.
Maybe some screenshots would help…
Sorry I wrote this on the bus. I meant the fibery finance template.
See screenshot.
The category sum is calculated on the backend. No matter how I filter the front-end.
I want to make a view just for 2024. Then a new one for 2025.
Or is there any other way to get the annual accounts? Report maybe? I want to be able to get a report year by year.
The view you shared is for the (current) balance for each account by category.
What would it mean to calculate this for a specific year?
Do you just want to see the total of incoming and outgoing transactions for a given year?
Or do you want to see the balance on 31st December of each year?
This one. My solution would be to filter the transactions by date. But this doesn’t effect the sum of the category.
Edit: nvm there’s no transactions in the view I showed you’re right. But the look up totals are from related transactions that are dated.
I suggest making a report view (table), based on Transactions, with a column that is this:
IF(
SPLIT(
[Encoding],
'|'
) == '>',
[From account],
[To account]
)
and another column which is this:
SUM(
IF(
SPLIT(
[Encoding],
'|'
) == '>',
-[Amount],
[Amount]
)
)
Then you can group by date, aggregated by year (make sure you check the ‘Show subtotal’ box):
It should get you something like this:
Each account shows the subtotal of all incoming/outgoing transactions for each year
