u/Mtchick84

I’ve been building a cash flow forecast base for my small business and I’ve gotten stuck with not being able to pull data from another record into my formula. Unfortunately this isn’t a feature airtable offers, does anyone know if a similar tool does?

Basically each day of the year is a record. I have two tables for incomes and expenses that roll up to the main daily bank total table. In that table I have my daily starting balance, my net gain/loss (rollups), and the ending total. I want future dates to keep updating the starting balance from the previous days ending balance. In theory I could do this with automations, but I have so many transactions that it would take up too many runs.

Thoughts?