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
next prev 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
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