I have tickets that can cost either $2 or $68 and I currently have over 4K tickets throughout the months of Jan 2024 - April 2024. I have $368K budget spread over a 21month duration. I need to show how much over or under for each month with respect to the budget.
Question
Monthly Budget Vs Cost Tickets
+3This topic has been closed for replies.
+15The way I'd suggest setting this up is with several tables:
- Budget (1 record)
- Monthly Allocation (21 records)
- Sold Tickets (4k records)
The relationships are:
Budget (parent) < Monthly Allocation (child)
Monthly Allocation (parent) < Sold Tickets (child)
Every Monthly Allocation will be related to the 1 parent budget record
Each sold ticket will need to be related to the Month it was sold in. This can be done manually or with a Pipeline.
The Budget will have the total $368k
The Monthly Allocations will have their part of the $368k budget
A summary field on the Budget table will show the total allocated to the months and a formula can compare if the amount allocated is over, under, or equal to the total budget.
A summary field on each Monthly Allocation can show how much $$ has been sold from the tickets and a formula can compare and show how much over or under budget it is for the month.
Let me know if this helps 👍
-Sharon
QuickBaseJunkie.com
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