Properties In The Database

• Amount: price

• Last Payment Date: formula to determine last payment date based off of the Original Payment date and a Recurring option.

• Next Payment Date: formula to determine next payment date based off of the Original Payment date and a Recurring option.

• Original Payment: date to insert date of payment.

• Recurring: select property with three options

  • Monthly

  • Quarterly

  • Yearly

  • One Time

Database Views

How To Return Recurring Payments

• First, fill out the Recurring select property

• Next, fill out the Original Payment property

• The formula for both Next and Last Payment will populate

Next Payment Formula

if(prop("Recurring") == "Monthly", dateAdd(prop("Original Payment"), dateBetween(now(), prop("Original Payment"), "months") + 1, "months"), if(prop("Recurring") == "Quarterly", dateAdd(prop("Original Payment"), dateBetween(now(), prop("Original Payment"), "quarters") + 1, "quarters"), if(prop("Recurring") == "Yearly", dateAdd(prop("Original Payment"), dateBetween(now(), prop("Original Payment"), "years") + 1, "years"), prop("Original Payment"))))

Last Payment Formula

if(prop("Recurring") == "Monthly", dateAdd(prop("Original Payment"), dateBetween(now(), prop("Original Payment"), "months"), "months"), if(prop("Recurring") == "Quarterly", dateAdd(prop("Original Payment"), dateBetween(now(), prop("Original Payment"), "quarters"), "quarters"), if(prop("Recurring") == "Yearly", dateAdd(prop("Original Payment"), dateBetween(now(), prop("Original Payment"), "years"), "years"), now())))

AddIng Non-Recurring Payments

• First, select the Recurring property to “One Time“

• Second, fill out Original Payment as date paid. This date will transfer to the Next Payment Date formula of which will allow both recurring and non-recurring tasks to be viewed in the same calendar.

The Next Payment Formula As A Calendar View

• Settings (…) > Calendar by > Next Payment Date

Subscription Tracker With Recurring Payments

As well, keep in mind that calendars viewed by formulas act only as windows and new entries cannot be added via the calendar. There is a table view underneath to add entries.

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Further Reading