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<img src="/icons/light-bulb_yellow.svg" alt="/icons/light-bulb_yellow.svg" width="40px" /> Notice
- To automate transaction linking to your summary board,
filter every view of the Transaction database with the Summary database > “The Expenditures Account.”
This avoids manual linking for each new transaction entry.
- In the formula property of the summary board, I've provided an explanation of the formula (in grey text).
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Summary Board
Transactions
Expenses