# How to Automatically Calculate Monthly Payment Totals?

**URL:** https://community.baserow.io/t/how-to-automatically-calculate-monthly-payment-totals/12426
**Category:** Technical Help
**Tags:** app-builder, baserow, formula
**Created:** [May 15, 2026, 10:36am UTC](https://community.baserow.io/t/how-to-automatically-calculate-monthly-payment-totals/12426 "2026-05-15T10:36:28Z")
**Posts on this page:** 4
**Page:** 1

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### Author: ![Bola](https://community.baserow.io/letter_avatar_proxy/v4/letter/b/d2c977/32.png) [@Bola](https://community.baserow.io/u/Bola)
#### Post date: [May 15, 2026, 10:36am UTC](https://community.baserow.io/t/how-to-automatically-calculate-monthly-payment-totals/12426/1 "2026-05-15T10:36:28Z")

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### Are you using our SaaS platform ([Baserow.io](http://Baserow.io)) or self-hosting Baserow?

SaaS

### What are the exact steps to reproduce this issue?

Hi,

I have a table with the following columns:

- Date (DD-MM-YYYY)
- Month (MM-YYYY)
- Payment (€)

I want to calculate the total amount of payments per month.

To do that, I created another table called “Payments\_month\_2026” containing all months from 01-2026 to 12-2026 (12 rows total).

In this table, I created:

- a link to the “Payments” table
- a Rollup field

Currently, I have to manually link each payment to the corresponding month, and the Rollup works correctly.

However, I would like to automate this process so that payments are automatically linked based on the month and the sum per month automatically calculated. At the end I want to display the paiements per months in the App Builder.

Is there a way to do this in Baserow?

Thank you for your help!

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### Author: ![olgatrykush](https://community.baserow.io/user_avatar/community.baserow.io/olgatrykush/32/219_2.png) [@olgatrykush](https://community.baserow.io/u/olgatrykush)
#### Post date: [May 18, 2026, 3:56pm UTC](https://community.baserow.io/t/how-to-automatically-calculate-monthly-payment-totals/12426/2 "2026-05-18T15:56:36Z")

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@frederikdc could you please check this?

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### Author: ![frederikdc](https://community.baserow.io/user_avatar/community.baserow.io/frederikdc/32/2086_2.png) [@frederikdc](https://community.baserow.io/u/frederikdc)
#### Post date: [May 19, 2026, 7:02am UTC](https://community.baserow.io/t/how-to-automatically-calculate-monthly-payment-totals/12426/3 "2026-05-19T07:02:21Z")

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It depends a little bit on how the records are inserted in the Payments table. Do you insert them manually in the grid view, through a form view or through an interface in the application builder?

Each way requires the use of the `datetime_format` function. This function can convert the value of your date field to the format MM-YYYY. Since this is also the value of the primary field of your `Payments_month_2026` table, you can use that function to set a value for the linked field.

**Manually in the grid view**

You will need an automation that is triggered when the Date field is updated. Based on the date you can set a value for the link to table field using the formula `datetime_format([date_from_previous_node],’MM-YYYY’)`

**Through a form view**

It is the same automation as with the grid view, but you can use the `Rows are created` trigger.

**Through the app builder**

You can use an Action that creates a new row and set the value of the linked field through the `datetime_format` function

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<div class="post-metadata">

### Author: ![Bola](https://community.baserow.io/letter_avatar_proxy/v4/letter/b/d2c977/32.png) [@Bola](https://community.baserow.io/u/Bola)
#### Post date: [August 26, 2026, 12:12pm UTC](https://community.baserow.io/t/how-to-automatically-calculate-monthly-payment-totals/12426/4 "2026-08-26T12:12:02Z")

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Dear Frederik,

Thank you for your reply and sorry for my (long) silence. Before your reply I used n8n to find a quick solution but I would prefer to do it in baserow in a near future.

The payments rows are created via a form in the App and displayed in the App as well. And I want to display in the App the sum of all payments per month. I saw last month that you have created the " **Summarize field" function** when you add a database, could it help for a sum of payments per months?

Yes I have created a colum MM-YYYY for all payments in the database.

Thank you for your help!

Boris
