I want to make a profit and loss statement form

  • Profile Image
    SHOAIB MUHAMMAD
    Asked on January 22, 2019 at 11:50 AM

    I want to make a profit and loss statement form

    Where I want a Gross income field

    A user could enter his/her gross income 

    or enter sub fields and it makes a total of gross income

    Example

    Gross Income     #####

    or

    Income from A     #####

    Income From B     #####

    Income from C     #####

    Total Income       #####

    or if Possible user can enter his sub type of income and corresponding amount #####


    Similarly


    Expenses

    Advertisment      ####

    Bank Charges     ####

    Car Lease          ####

    Other               ####

    Other               ####

    Total Expenses    ####

    where user can change other by his expense type


    Thanks

  • Profile Image
    Nik_C
    Answered on January 22, 2019 at 01:20 PM

    You could use Input table field:

    1548181000Screen Shot 2019-01-22 at 7.14

    And configure it to have two text fields:

    1548181012Screen Shot 2019-01-22 at 7.16

    And your users can enter the amount:

    1548181195Screen Shot 2019-01-22 at 7.17

    Which then can be calculated by creating this condition:

    1548181221Screen Shot 2019-01-22 at 7.19

    You can check how it works here: https://form.jotform.com/90215686162962

    Hope it helps.

    Thank you!


  • Profile Image
    treidreams
    Answered on January 22, 2019 at 02:00 PM

    Can a user add a row and column.

    I mean in above example if he does not find an expense then it is possible for him to create a row (expense) then write an amount against that expense

  • Profile Image
    Nik_C
    Answered on January 22, 2019 at 03:21 PM

    You can try with Configurable list widget:

    1548187868Screen Shot 2019-01-22 at 9.11

    That will allow your users to add more rows dynamically, but you will not be able to do calculations in it.

    You can check how it works: https://form.jotform.com/90215509179964

    So, probably a better solution would be my previous one, where you could add an additional field asking your users if they want to add additional expenses:

    1548188121Screen Shot 2019-01-22 at 9.15

    And create additional pairs for expenses and amounts:

    1548188150Screen Shot 2019-01-22 at 9.15

    That will show conditionally:

    1548188227Screen Shot 2019-01-22 at 9.17

    Please check my form again: https://form.jotform.com/90215686162962

    Hope it helps.

    Thank you!