Hi guys.

I created a small database for an association's accounting, which needs to track expenses and income, with a progressive calculation.

I created a single field, for both income and expenses, but this requires the operator to insert a minus sign (-) for expenses, otherwise they add up.

Alternatively, I created a script that, if the "EXPENSE" option is selected in a field, inserts a minus sign in the Amount field.

Do you think I'm doing something wrong and should I use a more "elegant" method?

Like inserting two fields, one for income and one for expenses, or something else? 🙂

Thanks.

Geppino

If you cannot rely on users to enter a negative amount for expenses then let them enter a positive amount for both and use a calculation field along the lines of:

If ( Type = "expense" ; -EnteredAmount ; EnteredAmount )

42 minutes ago, comment said:

If you cannot rely on users to enter a negative amount for expenses then let them enter a positive amount for both and use a calculation field along the lines of:

If ( Type = "expense" ; -EnteredAmount ; EnteredAmount )

Thanks for your quick reply.
Let me understand: I have two fields, "Movement Type" (list: income/exit) and the "Amount" field. Should the second field be calculated with that formula? If (movement type) = "USCITA"... what next?
do I need a third field?

Now I understand!

the amount field must have a proposed calculation (If ( Type movement = "USCITA" ; -Amount ; Amount )).

It must not be a calculated field otherwise it won't let me write the amount

Edited March 24Mar 24 by Geppino

do I need a third field?

Yes, that's what I meant. Use a number field for user entry and a calculation field for summaries and such.

Another option is to define the number field to auto-enter a calculated value. But this could be confusing to the user (as would your script), especially if they wanted to edit an already entered value.

30 minutes ago, comment said:

Yes, that's what I meant. Use a number field for user entry and a calculation field for summaries and such.

Another option is to define the number field to auto-enter a calculated value. But this could be confusing to the user (as would your script), especially if they wanted to edit an already entered value.

Okay, thanks, I'll test it and let you know.

Thanks

15 minutes ago, Geppino said:

Okay, thanks, I'll test it and let you know.

Thanks

It works perfectly!!!
I added an "entry amount" field and a "calculated amount" field.
If you split income and expenses, the calculated field updates perfectly.

Thank you so much