Hi Monday Brains Trust,
We currently use excel to keep track of account summaries for clients (balances etc for home loan accounts). We keep a historical record by creating a new tab on the account summary, titled with the date we update the data. Example here: Example of Account Summary - Google Sheets (all tabs show the same data in this example but in reality they’d have differing loan balances/new loans added etc).
We want to move these onto Monday, but I can’t work out a way to keep track of things the same way. Ideally i’d like to add a date column ‘last updated’ to the main board, and then replicate all columns into the subitem field, with the addition of a ‘become out of date on’ date column.
Dream automation would work as; When ‘last updated’ column changes, duplicate items data from all columns and create a subitem with this data, set ‘became out of date’ column to today’s date.
Open to all suggestions! Please help 