I am playing around with financial transaction tracking and am working on categorization.
I have a table of transactions that I imported from my bank, and a table of valid categorizations (my “Targets”, such as gas or groceries). Some transactions may need to be split between multiple categorizations, so conceptually I’d like to use a junction table of “Transaction Categorizations” to link transactions to categories.
I am wondering if there is an easy way to smooth the creation of the records in the junction table. What I’d hoped for is a page with 3 widgets:
- A table of transactions
- A table of categories
- A card of junction items
… and be able to select a transaction, select a category, and click “+” on the card to create a new junction item that is automatically linked to both. But it doesn’t look like it works that way.
Before I go too deep into trying other things, wondered if I am making sense and if so if you have suggestions for how data entry setup might work best in this scenario? Thanks!