Change how your data is aggregated: transactional or cumulative


In FUTRLI, data can either be set to display transactionally or cumulatively. Setting data to display transactionally will display the net movements which have occurred within a period, whereas setting data to display cumulatively will display the balance.


When adding an Account to a Card, you are able to amend the display between cumulative and transactional. Adjacent to the Account in question when the Card is in the Report tab, click the cog icon:

Screen Shot 2017-01-20 at 08.56.18

By clicking this option, the current dataset will show:

Screen Shot 2017-01-20 at 08.58.15

By clicking on the current dataset, you can select to change:

Screen Shot 2017-01-20 at 08.59.50


To edit a current Formula, again click the cog icon adjacent to the Formula in question. To create a new Formula, click New Formula:

Screen Shot 2017-01-20 at 08.56.18

Clicking this cog will open the Formula. Each item within the Formula will have a triangle within the box as a dropdown menu:

Screen Shot 2017-01-20 at 09.09.46

Within the drop down menu, there is the option of which data set to use, and you can switch these to Cumulative or Transactional data in each drop down, as per the screenshot above. /