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:

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By clicking this option, the current dataset will show:

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

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

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

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Within the drop down menu, there is the option of which data set to use.