From: Darlan Cavalcante Moreira <darcamo@gmail.com>
To: Carl Bolduc <carlbolduc@gmail.com>
Cc: "emacs-orgmode@gnu.org" <emacs-orgmode@gnu.org>
Subject: Re: monthly budget with year summary using tables
Date: Thu, 03 Jan 2013 11:57:23 -0300 [thread overview]
Message-ID: <50e59c56.0e6d650a.67a9.ffffb53c@mx.google.com> (raw)
In-Reply-To: <CA+gsZcdZgLAQ3aWUjAJ5Ehc+6o8sM9dor2QFtga05WGYKU2Few@mail.gmail.com>
A have a setup similar to the one you ask, using tables, but I don't need
babel for that.
Basically, I have a "Finances" headline in my main org file, whose children
are "years" headlines. In the beginning of each month I create a new
headline for that month in the current year using a template so that I have
something similar to
* Finances
...
* 2013
* January
* Food
* Bills
* Entertainment
* Car and transportation
* Misc
* Total
Each of the category has a table where I put the expenses for that category
and each table computes its total value. For instance, the table in the
"Food" category is something like
#+TBLNAME: FoodJanuary2013
| | *Place* | *Date* | *Debit (R$)* | *Card (R$)* |
|---+------------+------------------+--------------+-------------|
| | Some place | [2013-01-03 Qui] | 10.00 | 0.00 |
|---+------------+------------------+--------------+-------------|
| # | | *Total* | 10.00 | 0.00 |
#+TBLFM: @3$4=vsum(@2..@-1);%.2f::@3$5=vsum(@2..@-1);%.2f
where I add the expense either to the Debit column (when I pay with cash or
my debit card) or to the Card column (when I pay with the credit card).
Notice that the table has a unique name with the category, month and year
(all of this is created automatically with a template). In the "Total"
category I have a table that uses remote references to get the total value
of each category. This table gives me a glimpse of my expenses so far (I
can even plot it to see how much I spent in each category, for instance,
this is a good use of babel). This table is similar to
#+TBLNAME: ExpensesJanuary2013
| | *Category* | *Debit (R$)* | *Card (R$)* |
|---+------------------------+---------------+---------------|
| # | Entertainment | | |
| # | Bills | | |
| # | Food | | |
| # | Car and transportation | | |
| # | Misc | | |
|---+------------------------+---------------+---------------|
| # | *Total* | | |
| # | Total + Credit | | |
#+TBLFM: @2$3=remote(EntertainimentJaneiro2013,$LR4);%.2f::@2$4=remote(EntertainimentJaneiro2013,$LR5);%.2f::@3$3=remote(BillsJaneiro2013,$LR4);%.2f::@3$4=remote(BillsJaneiro2013,$LR5);%.2f::@4$3=remote(FoodJaneiro2013,$LR4);%.2f::@4$4=remote(FoodJaneiro2013,$LR5);%.2f::@5$3=remote(CarJaneiro2013,$LR4);%.2f::@5$4=remote(CarJaneiro2013,$LR5);%.2f::@6$3=remote(MiscJaneiro2013,$LR4);%.2f::@6$4=remote(MiscJaneiro2013,$LR5);%.2f::@7$3=vsum(@2..@-1);%.2f::@7$4=vsum(@2..@-1);%.2f::@8$3=@-1$3+@-1$4;%.2f
In the end, org can do what you want the way you want.
--
Darlan
At Wed, 2 Jan 2013 14:21:12 -0500,
Carl Bolduc wrote:
>
> I would like to move my budget from MS Excel to Org-Mode. I currently have
> one Excel sheet per month with all the transactions as well as a summary
> sheet that uses sumif functions.
>
> Assuming the following format for the monthly table:
>
> #+tblname: january
> | date | transaction | amount | category |
> |------+-------------+--------+-----------|
> | 01 | iga | 50 | groceries |
> | 01 | echo | 30 | car |
> | 02 | iga | 47 | groceries |
>
> How can I get the following summary table?
>
> | category | january | february |
> |-----------+---------+----------|
> | groceries | 97 | |
> | car | 30 | |
>
> I found this post on the mailing list that suggest to use babel:
> http://www.mail-archive.com/emacs-orgmode@gnu.org/msg22736.html
>
> However, I need help to understand how I can put the resulting sums inside
> the summary table.
>
> Thanks,
> Carl
next prev parent reply other threads:[~2013-01-03 14:57 UTC|newest]
Thread overview: 4+ messages / expand[flat|nested] mbox.gz Atom feed top
2013-01-02 19:21 monthly budget with year summary using tables Carl Bolduc
2013-01-03 14:57 ` Darlan Cavalcante Moreira [this message]
2013-01-03 15:23 ` Stelian Iancu
2013-01-04 17:23 ` Darlan Cavalcante Moreira
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