* simple expense tracking with org
@ 2014-09-20 12:42 Eike
2014-09-20 13:17 ` Tory S. Anderson
0 siblings, 1 reply; 5+ messages in thread
From: Eike @ 2014-09-20 12:42 UTC (permalink / raw)
To: emacs-orgmode@gnu.org
Hello there,
I thought to share a little elisp thingy that I wrote to track my
expenses with org. I use the org's capture mechanism to add expense
items to some files and the following code only searches through all
these files and creates summaries of all found expenses. It is possible
to search by date, tags etc.
You can have a look here: https://github.com/eikek/org-expenses
Regards,
Eike
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^ permalink raw reply [flat|nested] 5+ messages in thread
* Re: simple expense tracking with org
2014-09-20 12:42 simple expense tracking with org Eike
@ 2014-09-20 13:17 ` Tory S. Anderson
2014-09-20 13:35 ` Eike
2014-09-20 13:39 ` Thorsten Jolitz
0 siblings, 2 replies; 5+ messages in thread
From: Tory S. Anderson @ 2014-09-20 13:17 UTC (permalink / raw)
To: Eike; +Cc: emacs-orgmode@gnu.org
Could you give a few snippets of examples -- what the org files with tags look like, what the result looks like? I'm interested because I also use Org to do my budgeting and finances.
Eike <eike@eknet.org> writes:
> Hello there,
>
> I thought to share a little elisp thingy that I wrote to track my
> expenses with org. I use the org's capture mechanism to add expense
> items to some files and the following code only searches through all
> these files and creates summaries of all found expenses. It is possible
> to search by date, tags etc.
>
> You can have a look here: https://github.com/eikek/org-expenses
>
>
> Regards,
> Eike
>
> --
> gpg: AD7AC35E
> finger print: 137F BB0B 1639 D25F DC5D E59C B412 C5F5 AD7A C35E
^ permalink raw reply [flat|nested] 5+ messages in thread
* Re: simple expense tracking with org
2014-09-20 13:17 ` Tory S. Anderson
@ 2014-09-20 13:35 ` Eike
2014-09-20 13:39 ` Thorsten Jolitz
1 sibling, 0 replies; 5+ messages in thread
From: Eike @ 2014-09-20 13:35 UTC (permalink / raw)
To: Tory S. Anderson; +Cc: emacs-orgmode@gnu.org
Sure. An "expense item" is a headline with a property drawer that has a
property where the key is some currency code (other headlines are
ignored). Then tags can be applied to this headline. A category is
either specified via CATEGORY property or the parent headline is used
(if present).
The org files may look like this
* some headline that is a category by default
** expense item 1 :atag:
:PROPERTIES:
:CHF: 25.00
:date: [2014-09-20]
:END:
** expense item 2 :anothertag:
:PROPERTIES:
:CHF: 21.00
:date: [2014-09-20]
:CATEGORY:
:END:
The "expense view" gives a summary of these items and the items itself
as a org table (there also is a screenshot
https://github.com/eikek/org-expenses/blob/master/screenshot.png):
#+TITLE: Expenses [2014-08-01 Fr] - [2014-08-31 So]
#+STARTUP: showeverything
Search: ~(:date "2014-08")~
Showing *7* items
* Overview
** Summary
| Curr. | sum | max | min | count | avg |
|-------+--------+--------+-------+-------+-------|
| CHF | 532.98 | 349.99 | 10.00 | 6 | 88.83 |
| EUR | 15.99 | 15.99 | 15.99 | 1 | 15.99 |
** Categories
| | sum | max | min | count | avg |
|---------------+--------+--------+-------+-------+--------|
| Bücher CHF | 49.99 | 39.99 | 10.00 | 2 | 25.00 |
| Bücher EUR | 15.99 | 15.99 | 15.99 | 1 | 15.99 |
| Sonstiges CHF | 426.49 | 349.99 | 20.00 | 3 | 142.16 |
| Work CHF | 56.50 | 56.50 | 56.50 | 1 | 56.50 |
** Monthly
| | sum | max | min | count | avg |
|-------------+--------+--------+-------+-------+-------|
| 2014/08 CHF | 532.98 | 349.99 | 10.00 | 6 | 88.83 |
| 2014/08 EUR | 15.99 | 15.99 | 15.99 | 1 | 15.99 |
* Items
| :item | :category | :date | :CHF | :EUR |
|-----------+-----------+-----------------+--------+-------|
| Buch1 | Bücher | [2014-08-31 So] | | 15.99 |
| Cellphone | Sonstiges | [2014-08-30 Sa] | 349.99 | |
| Pizza | Sonstiges | [2014-08-29 Fr] | 20.00 | |
| Buch2 | Bücher | [2014-08-26 Di] | 10.00 | |
| Cablecom | Sonstiges | [2014-08-25 Mo] | 56.50 | |
| Cablecom | Work | [2014-08-25 Mo] | 56.50 | |
| Buch2 | Bücher | [2014-08-01 Fr] | 39.99 | |
It's just counting and summing the items, nothing more. It's not doing
accounting or anythingmore complicated, if you had this in mind.
Regard,
Eike
Tory S. Anderson writes:
> Could you give a few snippets of examples -- what the org files with tags look like, what the result looks like? I'm interested because I also use Org to do my budgeting and finances.
>
> Eike <eike@eknet.org> writes:
>
>> Hello there,
>>
>> I thought to share a little elisp thingy that I wrote to track my
>> expenses with org. I use the org's capture mechanism to add expense
>> items to some files and the following code only searches through all
>> these files and creates summaries of all found expenses. It is possible
>> to search by date, tags etc.
>>
>> You can have a look here: https://github.com/eikek/org-expenses
>>
>>
>> Regards,
>> Eike
>>
>> --
>> gpg: AD7AC35E
>> finger print: 137F BB0B 1639 D25F DC5D E59C B412 C5F5 AD7A C35E
--
gpg: AD7AC35E
finger print: 137F BB0B 1639 D25F DC5D E59C B412 C5F5 AD7A C35E
^ permalink raw reply [flat|nested] 5+ messages in thread
* Re: simple expense tracking with org
2014-09-20 13:17 ` Tory S. Anderson
2014-09-20 13:35 ` Eike
@ 2014-09-20 13:39 ` Thorsten Jolitz
2014-09-20 14:27 ` Charles Millar
1 sibling, 1 reply; 5+ messages in thread
From: Thorsten Jolitz @ 2014-09-20 13:39 UTC (permalink / raw)
To: emacs-orgmode
torys.anderson@gmail.com (Tory S. Anderson) writes:
> Could you give a few snippets of examples -- what the org files with
> tags look like, what the result looks like? I'm interested because I
> also use Org to do my budgeting and finances.
You two know about ledger-cli, emacs ledger-mode, and ob-ledger.el,
don't you?
> Eike <eike@eknet.org> writes:
>
>> Hello there,
>>
>> I thought to share a little elisp thingy that I wrote to track my
>> expenses with org. I use the org's capture mechanism to add expense
>> items to some files and the following code only searches through all
>> these files and creates summaries of all found expenses. It is possible
>> to search by date, tags etc.
>>
>> You can have a look here: https://github.com/eikek/org-expenses
>>
>>
>> Regards,
>> Eike
>>
>> --
>> gpg: AD7AC35E
>> finger print: 137F BB0B 1639 D25F DC5D E59C B412 C5F5 AD7A C35E
>
>
--
cheers,
Thorsten
^ permalink raw reply [flat|nested] 5+ messages in thread
* Re: simple expense tracking with org
2014-09-20 13:39 ` Thorsten Jolitz
@ 2014-09-20 14:27 ` Charles Millar
0 siblings, 0 replies; 5+ messages in thread
From: Charles Millar @ 2014-09-20 14:27 UTC (permalink / raw)
To: emacs-orgmode
Thorsten Jolitz wrote:
> torys.anderson@gmail.com (Tory S. Anderson) writes:
>
>> Could you give a few snippets of examples -- what the org files with
>> tags look like, what the result looks like? I'm interested because I
>> also use Org to do my budgeting and finances.
> You two know about ledger-cli, emacs ledger-mode, and ob-ledger.el,
> don't you?
>
>> Eike <eike@eknet.org> writes:
>>
>>> Hello there,
>>>
>>> I thought to share a little elisp thingy that I wrote to track my
>>> expenses with org. I use the org's capture mechanism to add expense
>>> items to some files and the following code only searches through all
>>> these files and creates summaries of all found expenses. It is possible
>>> to search by date, tags etc.
>>>
>>> You can have a look here: https://github.com/eikek/org-expenses
>>>
>>>
>>> Regards,
>>> Eike
>>>
>>> --
>>> gpg: AD7AC35E
>>> finger print: 137F BB0B 1639 D25F DC5D E59C B412 C5F5 AD7A C35E
>>
I have found that ledger and Sacha Chua's org-capture-template, modified
to my needs, does a great job keeping trackn of my day of day to
expenses, amongst other things,
Emacs: Recording ledger entries with org-capture-templates
Charlie Millar
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2014-09-20 12:42 simple expense tracking with org Eike
2014-09-20 13:17 ` Tory S. Anderson
2014-09-20 13:35 ` Eike
2014-09-20 13:39 ` Thorsten Jolitz
2014-09-20 14:27 ` Charles Millar
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