Getting a list of transactions for a specific month

[Mark Reed]

Hello all,

I am very new to Filemaker and trying to work my way through self study and exploration of FMP.

Ive been putting together a small database that tracks income and expenses. There is one table for all transactions. There is a second table that defines the monthly periods.

I am trying to get a list view where the period record pulls in only the transactions for that timeframe.

I cannot seem to get it working. I am attaching my fp7 file in hopes someone can look at it and point out the error of my ways.

Im sure its something basic, but being new to FMP has me doing alot of headscratching!

Tabbed_Template.zip

[comment]

For a list view of transactions, your layout must be set to show records from the Transactions table.

I am not sure why you need the period table. You could select a date in a global field, then run a script to find all transactions in the month of the selected date.

[Mark Reed]

If I set the layout to show the transactions monthly table, it still doesnt just show the ones for that month.

Im confused since I linked the monthyear field, why isint it only showing the monthyear records that match?

I plan on playing with the global field and find script you mentioned as well.

[comment]

If I set the layout to show the transactions monthly table, it still doesnt just show the ones for that month.

No, you need to do a find for that.

since I linked the monthyear field, why isint it only showing the monthyear records that match?

It would - if you were using a portal.