Hmm, by finding, do you mean detailed answers, or suggestions? :smileyhappy:
You're on the right track, but try relating the table to itself by SavingsYN ≠ SavingsYN, or creating a calculation field = case ( SavingsYN = 'Y', 'N' ) and relate that to SavingsYN in the self relationship. Then you can sum the non-savings amount from that self-joined table.
But I'm not sure about 'save that surplus to a special budget' line. Is a calculation sufficient, or are you trying to use a Number field?
Hey, thanks for the tip. Interesting approach!
Yes, I'm trying to set amount (number field) of the Savings budget line to the difference, so that the budget always add up to 0.
A calculation field should also work, and through these relationships, won't be affected by a found set. If you want to store it, e.g. in a 'history' table, you'll need to use a script.