On Sun, 9 Jan 2022, 17:18 Samuel Banya, <sbanya@fastmail.com> wrote:

> Hey there,
>
> So I've been managing my finances via an org doc that basically has tables
> that list all the expenses from my bank account, which has been awesome on
> some respects.
>

I also save and process my bank account transactions with Org, and I agree
that it's awesome.  The bank's own website and analysis capabilities are
rubbish in comparison.

For what it's worth, my approach is:

- Periodically download transactions when available (in OFX format, but
that's not important).

- Use Org and Babel with Scheme code to run arbitrary analyses over those,
with the results displayed in Org tables.

- Sometimes there are cases when I need an additional computation on one of
the output tables, and I can do that with an Org spreadsheet formula.  But
if it was anything useful in the longer term, I'd add the logic to the
Scheme coding instead.

So I'd agree with the response that this kind of thing is a bit too complex
for Org table formulas alone.

Best wishes,
     Neil

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