Payment tracker

[junkmail]

Hi all. I have past experience with VBA, but no experience with AppSheet. I need an app to track monthly payments. I have a spreadsheet, but really need to get smartphone integration. Can anyone point me towards a template or example. What I built using Google's example isn't doing much. 

Basics:

Payer (list from separate table)

Amount due , amount paid, month of payment

The spreadsheet is straightforward enough,  makes taxes and tracking easy, but I need to move this to smartphone. Thanks for the assistance!

[TeeSee1 · Accepted solution]

I would start by creating three tables (three spreadsheet tabs)

• Payers (ID, Name, Contact Info, etc)
• Payments (ID, ref.payer, payment date, amount, payment type [payment, owing])
• Monthly Summary (ID, ref.payer, year, month, due, paid, balance)

On data add events of payments, a bot can calculate due, paid, balance amounts of the Monthly Summary.

I have completely ignored the tax part, which you should be able to add fairly easily (unless the tax logic is really complex)

It depends on how you actually operate your business and you need to figure it out yourself or if you have specific questions, you can ask them in the forum and hopefully you get answers.

You learn the platform by getting your hands dirty like anything else (I am sure you did the same when you learned VBA)

[junkmail]

Thank you, this will get me started! Agreed, discovery learning goes a long way.