Use linked database views if you plan to put it together in a finance dashboard for easier view and prevent any mishaps.

Using linked databases

Finances Dashboard

Yearly Balance Database

Finance Calculator

The balance calculator has relations to both the Income and Expense databases. This relation allows it to easily automate to calculate your total year income, expenses and the remaining balance.

Debt Tracker

The debt tracker has relations to the Expense databases. This relation allows it to easily automate calculate the debt amount has been paid of with a progress bar.

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Monthly Income Database

Income

Income (By Month)

Income (By Type)

This is the income databases, where the Income page is the main input you’ll use. The [INC]By Month is mainly there as a relation to help [INC]By Type That way you can view income sources by the month in a yearly spreadsheet

Monthly Expenses Database

Expenses

Expenses (By Month)

Expenses (By Type)

This is the expenses databases, where the Expenses page is the main input you’ll use. The [EXP]By Month is mainly there as a relation to help [EXP]By Type That way you can view expenses category by the month in a yearly spreadsheet

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