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?
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?