emacs-orgmode@gnu.org archives
 help / color / mirror / code / Atom feed
From: Eric S Fraga <e.fraga@ucl.ac.uk>
To: "Samuel Banya" <sbanya@fastmail.com>
Cc: Emacs Org mode mailing list <emacs-orgmode@gnu.org>
Subject: Re: Question Regarding Creating Workflow For Automatic Formulas For Finance Based Org Spreadsheet
Date: Mon, 10 Jan 2022 13:35:32 +0000	[thread overview]
Message-ID: <87ee5f90ij.fsf@ucl.ac.uk> (raw)
In-Reply-To: <137562d1-e6fe-4a68-b18b-abedef513fbd@www.fastmail.com> (Samuel Banya's message of "Sun, 09 Jan 2022 11:56:05 -0500")

I would suggest the following:

|------------+-----------------------------------------------------+---+----------|
| 01/03/2022 | Example Rent Expense                                |   | -1061.67 |
| 01/04/2022 | Example Food Expense                                |   | -1061.67 |
|------------+-----------------------------------------------------+---+----------|
|            | January expenses                                    | 0 | -2123.34 |
|------------+-----------------------------------------------------+---+----------|
| 02/05/2022 | Example Utility Expense                             |   | -2061.67 |
| 02/06/2022 | Example Random Expense                              |   | -2061.67 |
|------------+-----------------------------------------------------+---+----------|
|            | February expenses                                   | 0 | -4123.34 |
|------------+-----------------------------------------------------+---+----------|
#+TBLFM: @3$3=vsum(@-I..@-II)::@3$4=vsum(@-I..@-II)::@6$3=vsum(@-I..@-II)::@6$4=vsum(@-I..@-II)

where each month is collated separately; all you have to do is append
each month to the table, add some horizontal lines and copy the formulas
modifying the row number.

But I also would highly recommend ledger which is what I use for my
accounting and which integrates very nicely with org using babel.
Ledger supports converting CSV files from banks into a ledger file
(section 7.2.1 of the ledger info manual).

-- 
: Eric S Fraga, with org release_9.5.2-293-gb8656a in Emacs 29.0.50
: Latest paper written in org: https://arxiv.org/abs/2106.05096


  parent reply	other threads:[~2022-01-10 13:57 UTC|newest]

Thread overview: 25+ messages / expand[flat|nested]  mbox.gz  Atom feed  top
2022-01-09 16:56 Question Regarding Creating Workflow For Automatic Formulas For Finance Based Org Spreadsheet Samuel Banya
2022-01-09 19:05 ` Ken Mankoff
2022-01-09 19:48 ` John Hendy
2022-01-09 22:37 ` Neil Jerram
2022-01-10  3:42   ` Samuel Banya
2022-01-10  7:04     ` Marcin Borkowski
2022-01-10  7:17       ` Detlef Steuer
2022-01-10 15:31       ` Greg Minshall
2022-01-10 17:01         ` Samuel Banya
2022-01-10 17:23           ` John Hendy
2022-01-10 19:04           ` Marcin Borkowski
2022-01-10 22:44             ` Samuel Wales
2022-01-11  0:30             ` Samuel Banya
2022-01-11  0:41               ` John Hendy
2022-01-11  0:43                 ` Samuel Banya
2022-01-10 10:31     ` Neil Jerram
2022-01-19 15:01       ` Neil Jerram
2022-01-14 19:54     ` Quiliro Ordóñez
2022-01-16 15:15       ` Samuel Banya
2022-01-16 15:19         ` Samuel Banya
2022-01-16 15:35           ` Samuel Banya
2022-01-16 18:10             ` Eric S Fraga
2022-01-17  0:41           ` John Hendy
2022-01-10 13:35 ` Eric S Fraga [this message]
2022-01-10 17:09   ` Bob Newell

Reply instructions:

You may reply publicly to this message via plain-text email
using any one of the following methods:

* Save the following mbox file, import it into your mail client,
  and reply-to-all from there: mbox

  Avoid top-posting and favor interleaved quoting:
  https://en.wikipedia.org/wiki/Posting_style#Interleaved_style

  List information: https://www.orgmode.org/

* Reply using the --to, --cc, and --in-reply-to
  switches of git-send-email(1):

  git send-email \
    --in-reply-to=87ee5f90ij.fsf@ucl.ac.uk \
    --to=e.fraga@ucl.ac.uk \
    --cc=emacs-orgmode@gnu.org \
    --cc=sbanya@fastmail.com \
    /path/to/YOUR_REPLY

  https://kernel.org/pub/software/scm/git/docs/git-send-email.html

* If your mail client supports setting the In-Reply-To header
  via mailto: links, try the mailto: link
Be sure your reply has a Subject: header at the top and a blank line before the message body.
Code repositories for project(s) associated with this public inbox

	https://git.savannah.gnu.org/cgit/emacs/org-mode.git

This is a public inbox, see mirroring instructions
for how to clone and mirror all data and code used for this inbox;
as well as URLs for read-only IMAP folder(s) and NNTP newsgroup(s).