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Finance - months as columns
hand-crafted by
Morning Strategy
for the
Coda Guild library
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www.codaguild.com
Solves the problem of needing categories as “rows” and months as “columns”
really both are relation columns within a single budget table
budget table grouped to show months across the top
Solves problem of needing a sum column
when creating new category, need to also create a budget row for that category with month=sum
Reporting
Reporting
Jan
Feb
Mar
Sum
Jan
Feb
Mar
Sum
Salaries
$100,000
$120,000
$220,000
Benefits
$10,000
$12,000
$22,000
Coffee
$2,000
$5,000
$7,000
Electricity
$100
$200
$200
$500
ST Budget
ST Budget
Category
Month
Monthly Budget
Expense Input
Expense Display
Input Button
Notes
Category
Month
Monthly Budget
Expense Input
Expense Display
Input Button
Notes
Salaries
Jan
$100,000.00
$100,000.00
$100,000
$100,000
Open
Salaries
Feb
$100,000.00
$120,000.00
$120,000
$120,000
Open
Coffee
Jan
$1,000.00
$2,000.00
$2,000
$2,000
Open
Benefits
Jan
$10,000.00
$10,000.00
$10,000
$10,000
Open
Salaries
Sum
$100,000.00
$220,000
$220,000
Open
Benefits
Sum
$10,000.00
$22,000
$22,000
Open
Coffee
Sum
$1,000.00
$7,000
$7,000
Open
Electricity
Sum
$250.00
$500
$500
Open
Electricity
Mar
$250.00
$200.00
$200
$200
Open
Coffee
Mar
$1,000.00
$5,000.00
$5,000
$5,000
Open
Electricity
Feb
$250.00
$200.00
$200
$200
Open
Electricity
Jan
$250.00
$100.00
$100
$100
Open
Benefits
Feb
$10,000.00
$12,000.00
$12,000
$12,000
Open
There are no rows in this table
Add Category
Categories
Categories
Category
Monthly Budget
Category
Monthly Budget
Salaries
$100,000.00
Benefits
$10,000.00
Coffee
$1,000.00
Electricity
$250.00
There are no rows in this table
temp category when adding new category:
[
]
Months
Months
Month
Month
Jan
Feb
Mar
Sum
There are no rows in this table
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