From mboxrd@z Thu Jan 1 00:00:00 1970 From: Darlan Cavalcante Moreira Subject: Re: monthly budget with year summary using tables Date: Thu, 03 Jan 2013 11:57:23 -0300 Message-ID: <50e59c56.0e6d650a.67a9.ffffb53c@mx.google.com> References: Mime-Version: 1.0 (generated by SEMI 1.14.6 - "Maruoka") Content-Type: text/plain; charset=US-ASCII Return-path: Received: from eggs.gnu.org ([208.118.235.92]:51885) by lists.gnu.org with esmtp (Exim 4.71) (envelope-from ) id 1TqmEb-0006FU-Tp for emacs-orgmode@gnu.org; Thu, 03 Jan 2013 09:57:31 -0500 Received: from Debian-exim by eggs.gnu.org with spam-scanned (Exim 4.71) (envelope-from ) id 1TqmEa-0006ss-FZ for emacs-orgmode@gnu.org; Thu, 03 Jan 2013 09:57:29 -0500 Received: from mail-gh0-f174.google.com ([209.85.160.174]:48644) by eggs.gnu.org with esmtp (Exim 4.71) (envelope-from ) id 1TqmEa-0006si-BW for emacs-orgmode@gnu.org; Thu, 03 Jan 2013 09:57:28 -0500 Received: by mail-gh0-f174.google.com with SMTP id g15so1790999ghb.19 for ; Thu, 03 Jan 2013 06:57:27 -0800 (PST) In-Reply-To: List-Id: "General discussions about Org-mode." List-Unsubscribe: , List-Archive: List-Post: List-Help: List-Subscribe: , Errors-To: emacs-orgmode-bounces+geo-emacs-orgmode=m.gmane.org@gnu.org Sender: emacs-orgmode-bounces+geo-emacs-orgmode=m.gmane.org@gnu.org To: Carl Bolduc Cc: "emacs-orgmode@gnu.org" 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