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:
By clicking this option, the current dataset will show:
By clicking on the current dataset, you can select to change:
To edit a current Formula, again click the cog icon adjacent to the Formula in question. To create a new Formula, click New Formula:
Clicking this cog will open the Formula. Each item within the Formula will have a triangle within the box as a dropdown menu:
Within the drop down menu, there is the option of which data set to use.