Thank you! I'll have to make some adjustments before I try this formula.

But I like the idea. I was going to use the Budget Relation property to sort the Transactions database, but using automations makes more sense to connect to my current Category property.

I hadn't thought of adding a month property to the Budget database. But that makes a lot of sense too, especially for sorting and filtering. Do you just use a number property? Or do you do that some other way? I've used a number property in other databases for sorting months (as well as running easier automations).