Incomes, expenses and liquid assets

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José Raúl Garijo Gómez

• February 24, 2016 06:47

Good Morning,

I have several applications that make items expenses ("COST"), and incomes ("INVOICES") and planned and actual dates in which they happen. I have too another application called "CASH" in which I want to collect sums of incomes and expenditure (planned and actual) ordered by months, based on their actual or scheduled dates.

 How can I do it?

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  Rainer Grabowski

  • February 25, 2016 15:49

  Hi Jose, 

  first of all you have to have a relationship between each App with COST and between all apps with INVOICES and CASH. How is your CASH app structured? Is there only one item in it to which you can relate all CASH and INVOICES items? Or are there items for e.g. each client, each year or ... ???? In CASH here are several ways how to achieve what you want. It depends on how you want to show the results. Do you want an own field for incomes and an own for expenditure? Or do you want them in one field ordered by month, inclusive balance? Do you want it as a list or as a table like:
  
  

  Month      | Income | Expenditure | Balance
  2015-Dec |  5.000  | 3.000           |  2.000
  2016-Jan  |  6.000  | 3.000           |  3.000
  2016-Feb |  5.000  | 3.000           |  2.000

  Maybe you can share some more details.
  
  

  Rainer
  rg@delos-consulting.com

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