Finance_Total & Database

Hello,

I am trying to create this cash inflow and outflow tracker, however I have doubts-

  1. Do I need to create 2 different database collections (1 for inflow and 1 for outflow ) or only 1 including both inflow and outflow field.
  2. if I create 2 different database how to show it as list sorting by date for mix both for inflow and outflow.
  3. Also, how to show updated balance after each transaction.

I am attaching a reference image. Please suggest.


regards,
AK

Hi @Amit_K and welcome to the community :blush:,

Technically you can have 2 collections but having 1 collection would be optimal.

Did you check out the documentation concerning list filters? :point_down:

When a User updates their balance by inputting a transaction you can have a Action updating that record and applying a math function.

Hey @Devops,

Thank you very much for your suggestions.

I will try accordingly. Also below link is not working.
https://help.adalo.com/component-basics/connecting-lists-and-forms-to-a-database/appl
however https://help.adalo.com/component-basics/connecting-lists-and-forms-to-a-database is working.is both the same?
Thank you,
AK

Oups here’s the link:

Hey,
I have tried it but I stuck on thing or 2.
I created one database

collection as screenshot.
I have created screens like below.

For sample I create one cash inflow and cash outflow entry and set up balance. For balance as i used formula sum of cashin-sum of cashflow.
but balance is picking total of all cashflow and inflow not till that particular time. Now I am not sure how should I go ahead to get accurate result .
I also tried to create action to update balance as you suggested but I did not find any proper option. I am not able to understand how to create and update the balance.
Any help would be appreciated.!!!
Regards,
AK

@Devops

Hey Rae,

Sorry to bother you again. Can you please give me direction on the above as I am not able to find any tutorial or any other material to solve this.

Thanks,
AK

I’m afraid It would be nearly impossible to have a tutorial for each use case :sweat:

Here’s a quick example (not perfect) of how you can solve your issue

1: This is my setup and collection fields

2: When a logged-in user submits a custom input field Cash+

3: When a logged-in user submits a custom input field Cash-

  1. Result

Hope that helps :blush:

Yes, it helps a lot…thank you very much.
I was trying to do this with form however its’ only doable with text input field and other. May I know why? what’s’ the difference between direct form or customization form?
Thank you, :grinning:
AK

Happy that helped you out :blush:,

Well forms are for 90% uses cased and custom input fields followed by custom action gives you greater control for more “complex” data manipulation.

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