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Complex Sub-Summary

Featured Replies

  • Newbies

Hello, I started using FileMaker only recently and I have a problem with my accounting data base.

To make things simple, I have two tables

- one for my real transactions (my accounting) T1

- one for my projected transactions (my budget) T2

The data base is about comparing those figures on one single report layout.

Every transaction belongs to one category (rent, groceries, salary) and each category has one type: either Income (salary) or spending (rent).

I made one layout based on T1 with two sub-summaries

- one based on the types (income/spending)

- (within each type) one based on the categories (rent, …)

I would like the layout to show

- how much I spent/earned in each category (no pb here)

- how much I planned to spend/earn in each category (no pb)

- how much I spend/earned in each type (sum of all categories in the type) (no pb)

- how much I planned to spend/earn in each type : this doesn't work.

Could someone help me out on this, I would appreciate it very much !

Best,

John

Here is the db file : http://dl.dropbox.co...udgetSimple.fp7

You need to either base your report on the Categories table, or place all your transactions (projected and actual) in the same table.

  • Author
  • Newbies

Thanks very much for your help ! It's obviously much simpler using the categories table.

Cheers, John

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