Viewing Amount Spent per month

[Tim Flick]

In ios I have an amount field to capture amount spent per transaction. I have a fixed monthly income. I want to display for any given month the percentage of available income. I have saved filters for each month.

Thanks Tim

[Brendan]

Hi Tim,

You can get the total by setting the Calculation Summary for any of your Number or Calculation fields. The totals will display at the bottom of the records list.

On the Mac version there’s a Show Group Summaries function, but that’s not available on the iOS version right now.

[Tim Flick]

How do I get the percentage of the total amount spent in a goven month versus the total amount available

[Brendan]

That’s the tricky part.

What you could possibly do is create a Calculation field which determines the percentage for each entry. Then total that Calculation field up at the bottom.

For example, if you had an income of $500 / month, the formula to calculate the percentage could be:

[Expense] / 500 * 100

 Expense   Percentage
========   ==========
      10           2%
       5           1%
      20           4%
      40           8%
      25           5%
--------   ----------
     100          20%

Now I obviously used easy numbers just to illustrate. If you spent $100, but you have a $500 budget, then you’ve spent 20% of that budget. Your budget amount is hard coded into the formula.

Maybe something like that will work for you.

But if you ever change your budget, all the percentages will change too.

Thanks,

Brendan

[Tim Flick]

Thanks Brendan it works

[Author]

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