Sources
These sources are combined into one panel of database views in The App
Transactions
A list of your debits or credits
Ledgers
Groups of transactions for every week or month
Usage
<aside>
<img src="/icons/info-alternate_blue.svg" alt="/icons/info-alternate_blue.svg" width="40px" /> I will disable the automatic creation of pages in Ledgers once I have checked that everything's working
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[x] Check that weeks are creating automatically correctly April 3, 2023 (confirmed)
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[ ] Check month ledgers are created automatically May 1, 2023
May 1st is the earliest I could set the Month template to automatically create
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[ ] disable repetition
</aside>
When you duplicate this template into your workspace, set the Ledgers templates to repeat as follows:
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This Week: repeat every 1 week, on the first day of the week, at midnight
midnight importantly makes the timeline view of your ledgers display correctly
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This Month: repeat every 1 month, on the first of the month, at midnight
The App (buttons and views)
<aside>
<img src="/icons/bell-notification_red.svg" alt="/icons/bell-notification_red.svg" width="40px" /> Transaction Issues
Transaction Validation
</aside>
Untitled
Transactions holds all of your transactions and is primarily populated by the Create Transaction button.
The Create Transaction button creates a transaction, assigns it to the appropriate ledgers, and then opens it for you to edit the value.
The most important detail of the Create Transaction button is setting the criteria for adding the transaction you created to the correct ledgers
You can manually create transactions on other dates using a Date Override.
The Transaction Validation page exists for the Fix Transactions button to open in a focused window
Property Schema
blue row values depend on external data
yellow row values are used in external blocks (in the Ledgers relation+rollups)
| Property |
Type |
Description |
Value |
| Date |
formula |
the date of the transaction |
=empty(prop("Date Override")) ? prop("Created Time"): prop("Date Override") |
| Name |
title |
|
the name of your transaction |
| Value <external> |
number |
the cost of your transaction |
expenses should be negative |
| income should be positive |
|
|
|
| Date Override |
date |
used to back-date transactions |
|
| Validation |
formula |
an alert for common issues related to transaction backdating |
=concat((abs(dateBetween(prop("Date"), prop("_Week Start"), "weeks")) != 0) ? "🛑 wrong week" : "", (abs(dateBetween(prop("Date"), prop("_Month Start"), "months")) != 0) ? "🛑 wrong month" : "") |
| Week Ledger |
relation |
the week the transaction occurrred |
relates to Transactions (week) on Ledgers |
| Month Ledger |
relation |
the month the transaction occurred |
relates to Transactions (month) on Ledgers |
| _Week Start |
rollup |
used in Validation |
calculate earliest date of Start Date property on Week Ledger |
| _Month Start |
rollup |
used in Validation |
calculate earliest date of Start Date property on Month Ledger |
| Created Time |
created at |
the default time of a transaction - can be overridden by Date Override |
the timestamp the transaction was created |
Important notes
Value is used in the rollups of the Ledgers
Ledgers is populated automatically with pages on the first of every month and week by recurring templates.
a “this week” template and a “this month” template are created automatically with their Interval property filled-in correctly at the appropriate start date
Transactions are related to the correct ledger automatically by the Create Transaction Button