From: Madhu Rao <bgmrao@gmail.com>
To: Matthew Lundin <mdl@imapmail.org>
Cc: emacs-orgmode Org-Mode <emacs-orgmode@gnu.org>
Subject: Re: Personal Finance in org-mode?
Date: Mon, 13 Apr 2009 20:45:22 +0530 [thread overview]
Message-ID: <0B46E9F9-663E-43D8-B12C-E67693A4FF44@gmail.com> (raw)
In-Reply-To: <m28wm44pu9.fsf@fastmail.fm>
> Hi Madhu,
>
> Madhu Rao <bgmrao@gmail.com> writes:
>
>> Has anyone tried to configure org in a personal finance manager mode?
>> I looked in the mail archive, but couldn't find any related posts.
>
> These threads contain some ideas about tracking finances in org-mode:
>
> - http://thread.gmane.org/gmane.emacs.orgmode/10234/focus=10249
> - http://thread.gmane.org/gmane.emacs.orgmode/9663
> - http://thread.gmane.org/gmane.comp.finance.ledger.general/838
Hi Matt, Thanks for these links.
>
>> I thought org-mode with some remember capture templates will do that
>> stuff rather efficiently.
>
> It depends on what you'd like to accomplish. For a robust accounting
> solution (i.e., something that can easily tracks all your finances and
> can spit out data in all sorts of ways) I would second Carsten's
> recommendation of John Wiegley's ledger.
>
> For a while, I tried a home-brewed double bookkeeping solution in org
> mode using properties and columns. I used a small subtree for each
> transaction with one subitem for the debit and one for the credit,
> with
> properties spendtype, account, assets, liabilities, income, equity,
> expenses. The structure of the tree was as follows:
>
Yes, this is pretty much what I was intending to keep track of. I did
setup something similar to the outline below. Also, a remember
capture, with tags and property query for entry and the category:
("Finance" ?f "** %^{Title} %^g \n %u %^{HOW_MUCH}p %^{CATEGORY}p" "~/
Org/Finance.org")
> ,----
> | * Accounts
> | ** April
> | *** [2009-04-13 Mon] Transaction Name
> | **** [2009-04-13 Mon] Debit
> | **** [2009-04-13 Mon] Credit
> | *** Opening Balances...
> `----
>
> The sum of all my accounts could then be viewed by invoking column
> view
> on the Accounts heading. Particular accounts could by summed up by
> using
> agenda views and org-collector.
Yes, this will suffice. I will start off with using column view and
see how this scales.
Thanks for your notes.
Regards, Madhu
>
> The problem here, of course, is that once you have a large number of
> entries, it takes a lot of CPU cycles just to generate an account
> summary, since org-mode has to climb the entire outline tree and grab
> all the properties. In the end, I settled on ledger because of its
> power, speed, and flexibility.
>
> Best,
> Matt
prev parent reply other threads:[~2009-04-13 15:15 UTC|newest]
Thread overview: 8+ messages / expand[flat|nested] mbox.gz Atom feed top
2009-04-13 9:19 Personal Finance in org-mode? Madhu Rao
2009-04-13 11:53 ` Carsten Dominik
2009-04-13 14:50 ` Russell Adams
2009-04-13 14:53 ` Carsten Dominik
2009-04-13 21:26 ` Leo
2009-04-15 16:28 ` Carsten Dominik
2009-04-13 13:59 ` Matthew Lundin
2009-04-13 15:15 ` Madhu Rao [this message]
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