Photo by Kenny Eliason on Unsplash

Duplicate the preceding month in Coda on due date

Perfect for recurring expenses!

My work as consultant is partly about analyzing profit and loss statements. I noticed recurring patterns in the data, especially in the order of the variables. Often, invoices keep a certain order for quite a while, which simplifies things. But, when they change that order, it’s important to create a new one for accurate data input.

To streamline the process, I created a button that automatically populates the current month’s report with the variables from the preceding month, saving me time and effort. This button also accounts for the order of things, making it even more efficient.

I recently shared this tip with the online community where someone was looking for a similar solution. My approach differs slightly, but it’s easy to implement, understand, and update. Let’s take a look at how to find the variables related to the preceding month.

This logic isn’t just for businesses and profit/loss statements! It works great for personal finances too. Whether you’re tracking expenses for yourself, your family, or even an organization you volunteer with, the principle is the same.

So, if you’re keen to get a handle on your expenses — whether personal or professional — keep reading!