Build-On Tutorial:

Expenses

Event Management Template: Expenses

Overview

Tutorial summary

This Build-On gives your team the ability to track expenses related to an event. Your finished file will also be able to produce a PDF of an event expense report and will prevent users from creating duplicate expense records.

What to expect

When you’re done with this Build-on, your team will be able to:

  • Add expenses to an event
  • Ensure their expenses are entered correctly (with required fields like Amount and Category, and warning against duplicates)
  • See the total expenses for an event, from the Event Detail layout
  • Run a report showing an event’s expenses broken out by category

Getting started

You will need a few elements before you begin this tutorial.

1. FileMaker Pro Advanced

You will use FileMaker Pro Advanced on your desktop to do all of the work in these tutorials. This is used both for development and to access your FileMaker app on the desktop.

If you don’t have a copy, you can download a free trial.

Download FileMaker Pro Advanced

2. Event Management Template core file

Before you begin, download the Event Management template core file. If you have already made adjustments to it, either on your own or from another Build-On, make sure to save a copy as a back-up before beginning this tutorial.

When you’re ready to begin, open the file on your desktop with FileMaker Pro Advanced, then you can walk through each lesson, step by step.

Download core file

Begin Tutorial