How can I create something similar to the Excel I use today?

Platform discussions
,
1

Hi, I would love to know the most efficient way to create an alternative to the Excel I use today.

Today, every month I log into my bank account to see who paid me for the service I provide, each column represents a month and each row represents a customer.
This is how I mark every month who paid me for the service and who didn’t.

I would love to know how I can streamline the process so that I only have to mark who has paid each month and who has not paid will be shown to me on the dashboard.

How would you recommend I do it on Monday so that I have to work as little as possible?

2

Hi @eranggg ,

This can be done using Make.com

Make.com is a powerful automation platform that can help streamline your payment tracking process.
By connecting your bank account and your database/spreadsheet, we can automate the task of logging payments and updating your records.
This means less manual work for you, fewer errors, and real-time updates on payment statuses. Plus, Make.com is customizable to fit your specific needs and scalable as your business grows

As a complimentary, here is our magic link to get 1 Month Pro plan free (10,000 operations)
https://www.make.com/en/register?pc=msquare

If you need any implementation support kindly contact us

MSquare Support
Visit us here
Youtube Channel

3

each client should be an item. each column should be a status column representing the month, i.e., january, february etc.

make the default for each status column “not paid.” Make another status label in each column “paid.”

when a client pays, change the status column for that month to “paid.”