How do you track your monthly budget and expenses in Airtable? That's what Emily Giordano of the Great Design Lead podcast asked in this first ever "Fix Your Workflow" series.
We look at how Emily initially constructed the Airtable base and then break it down so that it only takes two tables to track and monitor expenses. Along the way, I show how to sum amounts by category and how to see a running tally of the current month's budget. That's just the start of what's possible. I also share tips on ways to take this base to the next level.
If you have a workflow in need of fixing, submit it and I may make a future video on it.
Submit your base: https://airtable.com/appSix1aWrsjemUpL/shrWzrPlm1oyuT6Wk
Always ready for feedback via comments too.
// RESOURCES
- Airtable community link "Name of the month by date [Formula]" https://community.airtable.com/t5/formulas/name-of-the-month-by-date-formula/td-p/112628
- How to track finances with Fintable's Isa Hasanov : https://aatt.io/video/manage-your-finances-in-airtable-with-fintable-aatt-46
- Great Design Lead Podcast: https://podcasters.spotify.com/pod/show/emily-giordano
// KEEP LEARNING
Use code YOUTUBE to get $50 off the Ultimate Guide to Airtable: https://bit.ly/ultimate-guide-to-airtable
Not sure about the course or Airtable? Learn the basics of Airtable for FREE: https://bit.ly/airtable-freebie
// ABOUT ME
Aron here! I started AATT to help you create workflows and automations so you can focus on the stuff that matters. I am a Sr. Community Product Educator at Webflow and formerly of Airtable's Education Team.
?️ Twitter: https://twitter.com/aronkor
? LinkedIn: https://www.linkedin.com/in/aronkorenblit
? Website: https://aatt.io
?️ Newsletter: https://aatt.io/newsletter
// CHAPTERS
- Welcome (0:00)
- Problem overview from Emily (00:58)
- Overview of fixes to be made (01:58)
- Analyzing the base structure (02:36)
- Restructuring the base (04:52)
- Summing expenses by month (07:15)
- Summing budgets by category (08:01)
- Adding additional transactions (11:21)
- Ideas for future automations (12:35)