Hello! I very new at learning how to build ap...

references
(T M) #1

Hello! I very new at learning how to build apps with Appsheet and am hoping someone can point me in the right direction?

I want to make a personal finance app that helps me manage my daily spending.

The main thing I want to do is be able to enter daily expenses with a data entry screen like the one I have created below. However, I want to be able to run a couple of calculations on this data and then present the calculations on the “main” screen of the app. Basically, I want to be able to enter a daily budget for the month and then I want to be able to enter my transactions throughout the month and have the app keep track of whether I am going over or under my daily budget.

So I’m wondering, is it best to run the calculations in the Google sheet with the data or have Appsheet do the calculations? What are the pro’s/con’s to running calculations in the spreadsheet vs the app or the app vs the spreadsheet?

(Aleksi Alkio) #2

Do them in the app. Create two tables… Expensives and Year&Month. The Year&Month table is the parent and Expensives are child records where the Year&Month is a ref field.

You can set target value in that M&Y table for every month. Because all expensives belong to one Y&M record, you will see them all as an inline view. You can then calulate expensives for that one month like SUM(SELECT([RelatedExpensives][Sum],TRUE)).

help.appsheet.com - References Between Tables References Between Tables help.appsheet.com

(T M) #3

@Aleksi_Alkio thank you Aleksi! I’m not really sure how to do that but will try to figure it out. Thanks so much for your help!

Tim