Recurrent Expense

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1

Hi,
I have a financial app and i would like to create a recurrent expense or income by week, month and year.

Is it possible?

2

If you’re logging them as separate rows (which is the right way to keep everything clean), then maybe there isn’t an easy way.

What I would think of is (if you have access to Glide API), have 3 scenarios:

WEEKLY

  • Runs every Monday
  • Fetch all rows in the related Glide Table
  • Filter out rows that are “weekly”
  • Add those rows to the same table

MONTHLY

  • Runs every 1st day of the month
  • Fetch all rows in the related Glide Table
  • Filter out rows that are “monthly”
  • Add those rows to the same table

ANNUAL

  • Runs every 1st January
  • Fetch all rows in the related Glide Table
  • Filter out rows that are “annual”
  • Add those rows to the same table

Glide’s time-based triggers would make this simpler, but I don’t know when the team will release it.

You would also have to provide a way for people to stop duplicating a specific expense. Maybe a boolean column.

Have an “expense” table and an “expense record” table, perhaps, so you don’t have to deal with having to make a “unique” step in Make when you fetch the records. Target the “expense” table.

1 Like
3

Hi ThinnDinh,

I did something like when user click on PAY, Glide add a new row with the date of the next month (Recurring Tasks - #4 by Jordan_Jackson7737)

But i would like more, for example, you can have an expense to pay in 12 times, so when i add this expense glide should create 12 rows for the same expense.

Another thing, if the expense is Monthly glide should create this expense for every month.

Im new here and i have some difficults haha