Where can read instructions on building a budget that will give me monthly totals for each budget line item, negative total meaning over budget, positive meaning under budget?
I’ve seen a number of forum posts but I need a step by step instructions. When I’ve seen someone’s screenshot of a budget displaying multiple columns on the Mac, with totals, I don’t know how they did it.
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This topic was modified 1 week, 4 days ago by
phloem.
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This topic was modified 1 week, 4 days ago by phloem.
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This topic was modified 1 week, 4 days ago by phloem.
Take a look at the Expenses form within the Sample Forms document. You can see how it’s done there.
But basically:
1. Create your form with some Number fields to hold your budget values.
2. Create one or more Calculation fields to compute totals. For example Price x Quantity.
3. Click the Multi-Column List View (MCLV) option under the View menu to switch to that view.
4. Click the Sigma ∑ button at the bottom of the MCLV to show the calculations row.
5. Click the popup buttons below your Number fields and choose the Total option.
6. Click the little menu button at the top-right of the MCLV and select “Show Group Summaries”. That will show you the subtotals for each section.
7. Change your First Sort Field to be a Date field. Tap Forms will then group your records by month and year automatically.
Hope that helps!
Thanks,
Brendan
Thank you! That’s just what I needed.
